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Add as a preferred source on Google洪灏 Says Short-Term AI Bubble Could Fall Another 50% at 财新峰会
He described real-world AI demand as genuine despite the bubble’s remaining room to deflate, and said quantum computing had recently weighed on Bitcoin (BTC).
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At 财新峰会, 洪灏 said the short-term AI bubble could fall another 50%, while real-world demand for AI remains genuine. His remarks distinguished financial-market pricing from demand in the broader economy.
洪灏 said the bubble had not fully deflated and was likely to keep falling. He identified prices, regulatory easing and compatibility conditions as factors behind its formation.
He also said quantum computing had recently weighed on Bitcoin (BTC). He contrasted that pressure with gold, which he described as impossible to reproduce cheaply, with an unusually durable resistance to replication.