Apollo、テック以外の分野のAI利益はウォール街の期待を何年も下回ると予測
apolloのチーフエコノミストtorsten slokは、テック以外のセクターにおけるAI主導のマージン拡大には大幅な遅れが生じると警告し、AI株のバリュエーションへの潜在的リスクを示唆している。
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.