CoinBiaojie News: BCA Research investment strategy analyst said that the AI investment cycle has entered extra time, and profit growth, demand structure, and supply expansion pressures may become apparent around 2027. Investors can watch four indicators: GPU rental rates, AI storage chip prices, AI application adoption rates, and enterprise spending, as well as token prices and the download volume of AI programming agents. A decline in token prices and a slowdown in downloads of AI programming tools are early signals. If an AI bubble bursts, the U.S. stock market could see a 30% to 50% pullback.

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GateUser-f85bc167
· 2h ago
Will it only become apparent in 2027? It feels like this prediction is too conservative—now GPU rental prices are already falling
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ReflectiveKey
· 2h ago
30%-50% pullback... if this really happens, anyone chasing AI stocks now is going to cry.
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