Wharton tus kws tshaj lij Jeremy Siegel tau hais tias kev cia siab ntawm Fed ncua sijhawm yog ua rau muaj kev sib tw ua lag luam.
Kev txwv tsis pub cov paj laum tam sim no tuaj yeem txo qis kev pheej hmoo ntawm kev poob nyiaj txiag, tus kws qhia nyiaj txiag tau hais.
Siegel kuj tau hais tias Asmeskas cov khoom lag luam tsis zoo li yuav nce xyoo no txawm tias muaj kev cuam tshuam los ntawm AI hype.
Wharton tus kws tshaj lij Jeremy Siegel tau taw qhia rau cov tub ua lag luam kev cia siab tias Tsoom Fwv Teb Chaws Reserve yuav nres nws cov paj laum mus ncig ua si uas yog tus tsav tsheb tseem ceeb ntawm lub zog tsis ntev los no hauv cov khoom lag luam, thiab tau sib cav tias qhov kev ncua yuav ua rau muaj kev pheej hmoo ntawm US kev poob qis.
Lub zeem muag ntawm Fed ncua yog "qhov tseem ceeb ntawm kev tawm tsam hnub no," Siegel tau hais hauv kev sib tham CNBC rau hnub Thursday.
"Raws li koj paub, Kuv tau ceeb toom txog Fed mus deb dhau lawm, qhov cuam tshuam qeeb ntawm txoj cai nyiaj txiag, suav nrog kev poob qis hauv ib nrab thib ob," nws hais ntxiv. "Yog tias lawv tuaj yeem ncua tam sim no, qhov no txo qis qhov tshwm sim uas peb yuav muaj kev lag luam poob qis."
Hauv kev tawm tswv yim sib txawv txhua lub lim tiam, Siegel tau hais tias nws tab tom saib xyuas cov ntaub ntawv kev ua haujlwm-kev ua lag luam thiab vaj tse los txiav txim siab Fed txoj kev mus tom ntej. Nws tau hais tias "Kev lag luam ostensibly yog humming nrog yam tsis muaj lub ntsiab lus qeeb, tab sis peb yuav tsum tsis txhob xav tias qhov tsis sib xws - tias txhua yam yog booming," nws hais.
Nug seb cov khoom lag luam puas yuav nce siab lossis swb, Siegel tau hais tias nws tsis xav tias yav dhau los nyob rau hauv daim npav, tab sis tau sau tseg qhov kev txhawb zog uas muaj kev txawj ntse tau muab rau cov khoom lag luam xws li Microsoft thiab Nvidia nyob rau lub asthiv tsis ntev los no.
Asmeskas cov khoom lag luam tau ua tau zoo xyoo no, nrog Nasdaq 100 thiab S&P 500 nce txog 33% thiab 10% raws li txij thaum pib lub Ib Hlis. Qhov kev sib tw zoo kawg nkaus hauv cov khoom lag luam thev naus laus zis ib nrab qhia txog kev tawg hype nyob ib puag ncig AI tom qab rau blockbuster debut ntawm OpenAI's ChatGPT cuab yeej.
"Cov haujlwm no tuaj yeem ntes hluav taws, thiab qhov hluav taws kub tuaj yeem txuas ntxiv mus txog lub caij ntuj sov," Siegel hais txog kev lag luam thev naus laus zis. Nws kuj tau lees paub nws qhov kev xav tias qhov kev npau taws dhau ntawm AI cov khoom lag luam tsis nyob ze ntawm qhov npuas, thaum sau tseg qhov kev ntsuas qhov kawg tuaj yeem dhau mus.
Nyeem thawj tsab xov xwm ntawm Kev Lag Luam Insider
Tau qhov twg los: https://finance.yahoo.com/news/wharton-professor-jeremy-siegel-says-172719779.html