#美联储货币政策预期 Recently, discussions about the AI bubble in the market have become lively again. Seeing some friends eager to sell off AI-related stocks, what I want to say is: don't blindly follow the crowd. Investing requires rationality and a long-term perspective. Dalio's views are insightful; under current market conditions, an AI bubble is unlikely to burst in the short term. But this doesn't mean we can let our guard down. Managing your position size reasonably and diversifying your investments appropriately is the prudent choice. Remember, the market always fluctuates in cycles, so it's important to stay calm. Rather than worrying about a bubble, it's better to focus on the development and application prospects of AI technology itself and seize long-term investment opportunities. Safety and stability are fundamental, but don't miss out on the dividends of the era.