Ningquan Asset: Current AI Bubble is a Mega Bubble Comparable to the Internet Bubble at the Turn of the Century
On June 24, Ningquan Asset, founded by Yang Dong, pointed out in its "2026 Mid-Year Investment Report" released on the 23rd that the current AI bubble is of a global nature. According to the Buffett Indicator, which is the ratio of stock market capitalization to GDP, the ratio reached over 180 at the peak of the internet bubble, while currently in the U.S. it is over 240, and South Korea and Japan are also around 200. Therefore, this bubble is essentially a mega bubble similar to the U.S. internet bubble at the turn of the century; the current frenzy in the South Korean stock market is something we have also experienced.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Garrett Jin's ZEC short position has an unrealized loss of $33.422 million.
Big iron ore miners deplete reserves faster than they replace
The Federal Reserve signals continued interest rate hikes; the U.S. dollar posts its largest single-week gain in over three months.
After the Federal Reserve signaled continued interest rate hikes in the future, the US dollar strengthened significantly this week, marking its largest single-week gain in more than three months.
Crypto prices
More
