---
title: "Today's AI Frenzy vs Yesterday's Internet Frenzy"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/260216803.md"
description: "The current AI boom stands in stark contrast to the past internet bubble. The performance of the chip index relative to the S&P 500 index is close to the peak of the internet bubble. Recently, Oracle's profits fell short of expectations, leading to a sell-off in AI stocks. Goldman Sachs' Bobby Molavi vividly metaphorically stated that although people always feel the party will last, the hangover will eventually come, and the key is when"
datetime: "2025-10-08T00:15:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/260216803.md)
  - [en](https://longbridge.com/en/news/260216803.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/260216803.md)
---

> 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/260216803.md) | [English](https://longbridge.com/en/news/260216803.md)


# Today's AI Frenzy vs Yesterday's Internet Frenzy

The most popular comparison nowadays might be "AI bubble vs Tech bubble."

The relative performance of the semiconductor index (SOX) compared to the equal-weighted S&P 500 index is nearing its highest level since the internet bubble.

Reports of Oracle's profits falling short of expectations led to a round of sell-offs in AI stocks.

Goldman Sachs' Bobby Molavi perfectly summarized this: "It's like going out to party at 3 AM... you always feel like it's not the right time to go home... you think this fun will last forever... continuing to party and dealing with the hangover tomorrow always seems like the right decision. Until the hangover actually comes. But... hangovers almost always happen... it's just a matter of 'when' not 'if.'"

### 相關股票

- [Oracle (ORCL.US)](https://longbridge.com/zh-HK/quote/ORCL.US.md)

## 相關資訊與研究

- [Pallas Capital Advisors LLC Reduces Position in Oracle Corporation $ORCL](https://longbridge.com/zh-HK/news/280874684.md)
- [Veritone Announces Strategic Agreement with Oracle to Accelerate Enterprise AI and AI Data Economy | ORCL Stock News](https://longbridge.com/zh-HK/news/280685027.md)
- [Oracle Unveils AI Data Platform for US Federal Government | ORCL Stock News](https://longbridge.com/zh-HK/news/281182262.md)
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