Apollo 称科技行业外的 AI 利润将落后华尔街预期数年
apollo 首席经济学家 torsten slok 警告称，非科技行业的 ai 驱动利润率扩张面临严重滞后，这对 ai 股票估值发出了风险信号。
apollo chief economist torsten slok warns that ai valuations depend on margin expansion in the s&p 493, yet sectors like healthcare, banking, and energy face structural delays in implementation. slok notes that productivity gains in knowledge work are often absorbed into operations without clear metrics, preventing them from boosting financial statements. if the productivity bump takes years rather than months, current ai stock prices face a significant correction as they are priced for immediate earnings growth.