투자가
The demand for AI personal assistants, etc. has never been calculated. The humanoid field is only just beginning. Technological progress cannot be explained through simple cycles, so the future will be different from the one judged by past standards. Recently, the bubble debate surrounding the AI business continues. In particular, there are sharply different perspectives on demand for memory semiconductors. Looking at the stock prices of memory companies that have collapsed despite astronomical performance, bubble loans are gaining momentum.
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First seen
2026-08-12
Last seen
2026-08-12
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골드만삭스, AI 투자가 다른 기업 지출을 잠식할 수 있다고 경고 — Investing.com 한국어