Apollo, 테크 외 분야의 AI 수익이 수년간 Wall St 기대치에 미치지 못할 것이라 전망
apollo 최고 경제학자 torsten slok은 비(非)테크 부문에서 ai 주도의 마진 확대가 상당한 지연에 직면할 것이라 경고하며, ai 주식 밸류에이션에 대한 잠재적 리스크를 시사했습니다.
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.