Panmure 警告 AI 泡沫可能在未来两年内破裂
Panmure Warns AI Bubble Could Burst Within Next Two Years
Panmure Liberum 董事总经理兼研究分析师 Joachim Klement 警告,AI 泡沫可能在未来两年内破裂,并讨论了AI概念股面临的风险以及潜在的大幅市场崩盘。他在 Bloomberg Open Interest 节目中发表了上述观点。
Bloomberg the Company & Its Products The Company & its ProductsBloomberg Terminal Demo RequestBloomberg Anywhere Remote Login Bloomberg Anywhere LoginBloomberg Customer Support Customer Support
Bloomberg
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world
For Customers
* [Bloomberg Anywhere Remote Login](https://bba.bloomberg.net/?utm_source=bloomberg-menu&utm_medium=bcom)
* [Software Updates](https://www.bloomberg.com/professional/support/customer-support/software-updates/?utm_source=bloomberg-menu&utm_medium=bcom)
* [Manage Products and Account Information](https://service.bloomberg.com/portal/sessions/new?utm_source=bloomberg-menu&utm_medium=bcom)
Support
Americas+1 212 318 2000
EMEA+44 20 7330 7500
Asia Pacific+65 6212 1000
Company
Communications
* [Press Announcements](https://www.bloomberg.com/company/announcements/?utm_source=bloomberg-menu&utm_medium=bcom)
* [Press Contacts](https://www.bloomberg.com/company/press-contacts/?utm_source=bloomberg-menu&utm_medium=bcom)
Follow
* [Facebook](https://www.facebook.com/Bloomberglp)
* [Instagram](https://www.instagram.com/bloomberg/)
* [LinkedIn](https://www.linkedin.com/company/2494)
* [YouTube](https://www.youtube.com/@bloomberglp)
Industry Products
* [Bloomberg Law](https://pro.bloomberglaw.com/?utm_source=bloomberg-menu&utm_medium=bcom)
* [Bloomberg Tax](https://pro.bloombergtax.com/?utm_source=bloomberg-menu&utm_medium=bcom)
* [Bloomberg Government](https://about.bgov.com/?utm_source=bloomberg-menu&utm_medium=bcom)
* [BloombergNEF](https://about.bnef.com/?utm_source=bloomberg-menu&utm_medium=bcom)
Media
Media Services
* [Bloomberg Media Distribution](https://www.bloomberg.com/distribution?utm_source=bloomberg-menu&utm_medium=bcom)
* [Advertising](https://www.bloombergmedia.com/?utm_source=bloomberg-menu&utm_medium=bcom)
Company
Communications
* [Press Announcements](https://www.bloomberg.com/company/announcements/?utm_source=bloomberg-menu&utm_medium=bcom)
* [Press Contacts](https://www.bloomberg.com/company/press-contacts/?utm_source=bloomberg-menu&utm_medium=bcom)
Follow
* [Facebook](https://www.facebook.com/Bloomberglp)
* [Instagram](https://www.instagram.com/bloomberg/)
* [LinkedIn](https://www.linkedin.com/company/2494)
* [YouTube](https://www.youtube.com/@bloomberglp)
Industry Products
* [Bloomberg Law](https://pro.bloomberglaw.com/?utm_source=bloomberg-menu&utm_medium=bcom)
* [Bloomberg Tax](https://pro.bloombergtax.com/?utm_source=bloomberg-menu&utm_medium=bcom)
* [Bloomberg Government](https://about.bgov.com/?utm_source=bloomberg-menu&utm_medium=bcom)
* [BloombergNEF](https://about.bnef.com/?utm_source=bloomberg-menu&utm_medium=bcom)
Media
Media Services
* [Bloomberg Media Distribution](https://www.bloomberg.com/distribution?utm_source=bloomberg-menu&utm_medium=bcom)
* [Advertising](https://www.bloombergmedia.com/?utm_source=bloomberg-menu&utm_medium=bcom)
Bloomberg
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world
For Customers
* [Bloomberg Anywhere Remote Login](https://bba.bloomberg.net/?utm_source=bloomberg-menu&utm_medium=bcom)
* [Software Updates](https://www.bloomberg.com/professional/support/customer-support/software-updates/?utm_source=bloomberg-menu&utm_medium=bcom)
* [Manage Contracts and Orders](https://service.bloomberg.com/portal/sessions/new?utm_source=bloomberg-menu&utm_medium=bcom)
Support
Americas+1 212 318 2000
EMEA+44 20 7330 7500
Asia Pacific+65 6212 1000
US Edition
Oct 9th, 2026
Panmure Warns AI Bubble Could Burst Within Next Two Years
Joachim Klement, managing director and research analyst at Panmure Liberum, explains the risks the firm sees on Artificial Intelligence names and discusses the potential for a severe AI-triggered market crash. He speaks on "Bloomberg Open Interest."
Top Video
Duration:4:44 ### Iran, Middle East Stirring Up Ahead of Midterms, Says BI’s Sanders
Duration:1:29 ### Delta Demand Looks Good Despite Fuel Prices, Jeffries Analyst Says
Duration:0:27 ### NYC Mayor Mamdani Says ICE 'Makes Us Less Safe'
Duration:1:27 ### Flash Floods, Mudslides Sweep Through Chile's Capital
Duration:1:47 ### Nobel Peace Prize Goes to Jurist Navi Pillay
Duration:5:50 ### Britain’s Great Wealth Dilemma #### The Context
Duration:2:08 ### Money Doesn’t Want to Leave Equities, Says Baird Strategas’ Verrone
Available on:
Listen on Apple TVListen on RokuListen on Samsung TVListen on Fire TVListen on Android TVListen on Rakuten TVListen on Haystack News
Watch BTV in your area:
Terms of ServiceDo Not Sell or Share My Personal InformationTrademarksPrivacy Policy
Help©2026 Bloomberg L.P. All Rights Reserved.
来源:Bloomberg:Technology · bloomberg.com
Exclusive Duration:10:17 ### We Want to 'Dominate' US: Revolut's Storonsky #### Bloomberg Tech: Europe