BTC $78,629.09 -0.20%
ETH $2,484.23 +1.11%
BNB $701.63 +1.12%
XRP $1.40 -2.09%
SOL $101.06 +4.68%
TRX $0.3342 -1.09%
DOGE $0.0866 +0.44%
ADA $0.2082 -0.38%
BCH $265.74 +0.35%
LINK $11.54 +2.00%
HYPE $80.80 -1.01%
AAVE $124.19 -2.03%
SUI $0.7453 -1.82%
XLM $0.1820 -0.32%
ZEC $776.61 -0.69%
BTC $78,629.09 -0.20%
ETH $2,484.23 +1.11%
BNB $701.63 +1.12%
XRP $1.40 -2.09%
SOL $101.06 +4.68%
TRX $0.3342 -1.09%
DOGE $0.0866 +0.44%
ADA $0.2082 -0.38%
BCH $265.74 +0.35%
LINK $11.54 +2.00%
HYPE $80.80 -1.01%
AAVE $124.19 -2.03%
SUI $0.7453 -1.82%
XLM $0.1820 -0.32%
ZEC $776.61 -0.69%

中金:AI 回调与 2000 年四轮回撤高度相似,需三大压力缓解

2026-08-02 17:27:44

ChainCatcher 消息,据金十报道,中金研究指出,自 6 月中下旬以来,全球 AI 链出现明显回调,尤其是韩国市场表现最为剧烈,主要因高杠杆、高拥挤和宏观因素的影响。市场对 AI 泡沫的担忧加剧,类似于 2000 年科技股泡沫破裂前的情况。

中金认为,市场企稳和新一轮上涨需依赖高拥挤和高杠杆的消化、美联储加息预期的缓解,以及财报和产业方面的新催化。

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