Apollo 稱科技行業外的 AI 利潤將落後華爾街預期數年
apollo 首席經濟學家 torsten slok 警告稱，非科技行業的 ai 驅動利潤率擴張面臨嚴重滯後，這對 ai 股票估值發出了風險信號。
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.