Stone Capital Zhang Wei : Il faut distinguer la bulle industrielle de la bulle financière dans le « bulle de l'IA »

Gold Finance reports that on April 22, Zhang Wei, Chairman of Cornerstone Capital, stated at the 2026 China Shenzhen Entrepreneurs Summit that the recent debate over whether there is a bubble in AI continues to intensify, with some optimistic about the long-term prospects of the industry and others worried about high valuations and cyclical investments. It is necessary to distinguish between industry bubbles and financial bubbles; comparing the capital expenditure in the AI field between China and the United States, the AI industry itself does not have a bubble, but bubbles are concentrated in the capital markets, and such market bubbles will inevitably occur and burst. The way to counteract bubbles lies in investing in great technology companies. (Dongxin News Agency)

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