Rockefeller's Ruchir Sharma Warns AI Bubble To Burst After 10-Year Yield Hits 5%
What happened
洛克菲勒资本管理首席策略师Ruchir Sharma在彭博视频里说，AI泡沫快撑不住了，导火索是10年期美债收益率冲到5%。他的逻辑是：无风险利率一高，钱就从高风险资产（比如AI概念股）里抽走。他把这轮AI投资热比作2000年的互联网泡沫，说估值已经脱离基本面。正文没披露具体估值数据或时间表，核心就一句话——利率环境变了，AI的烧钱故事讲不下去了。
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- Bloomberg TechnologyRockefeller's Ruchir Sharma Warns AI Bubble To Burst After 10-Year Yield Hits 5%
Ruchir Sharma, chief strategist at Rockefeller Capital Management, warns in a Bloomberg video that the AI bubble is about to burst. The trigger: the 10-year U.S. Treasury yield hitting 5%, which drains capital from risky assets. Sharma compares the current AI investment frenzy to the 2000 dot-com bubble, with valuations detached from fundamentals. The post does not disclose specific valuation data or a timeline; the core argument is the shifting interest-rate environment.
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