You know stocks are getting pricey when investors get jumpy about even the slightest change in earnings expectations. This can be seen in the sharp moves in AI-related stocks in recent weeks, especially the sector’s top picks such as Nvidia, ASML, Arm and US and Asian chipmakers. But these need not move in step with each other
当投资者对盈利预期的微小变化都感到紧张时，你就知道股票价格已经变得过高。这一点可以从最近几周人工智能相关股票的大幅波动中看出，尤其是该行业的首选股票，如英伟达(Nvidia)、阿斯麦(ASML)、安谋以及美国和亚洲的芯片制造商。但这些股票并不需要同步上涨或下跌
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