China's ZhongJin research compares the current AI sector pullback to four major corrections before the 2000 dot-com crash, identifying similar triggers (short-term industry headwinds, macro headwinds including Fed rate-hike expectations and Strait of Hormuz blockade risk, overheated valuations) and noting that stabilization requires relief on all three fronts.
Jin1008/02, 04:26 PM
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