CFA Society Taiwan

專題演講: Bubbles for AI? - A query into the valuation narrative for AI

Bubbles for AI?    A query into the valuation narrative for AI        In this talk, we will explore how the rapid advancement of Artificial Intelligence (AI) is    reshaping company valuations and investor expectations in financial markets. Drawing    parallels to past market bubbles like the dot-com boom, we will we analyse whether AI is    creating inflated valuations. Using traditional valuation techniques—such as discounted cash    flow (DCF), market comparables, and risk-adjusted returns—we’ll assess if AI’s growth is based    on solid financial fundamentals or speculative enthusiasm. The session will also address the    unique challenges of valuing AI companies, including the uncertainty of future earnings,    intellectual property, and the risk of technological obsolescence. By examining case studies    and market trends, we’ll discuss whether AI can fuel a market bubble and how investors can    navigate potential risks. Attendees will gain insights into the financial impact of AI and how    economic insights and valuation tools can help us evaluate the sustainability of AI-driven    growth.        In this session, you will learn about    • Basic valuation tools and techniques    • Practical application of valuation to business cases    • Valuation of growth options and technology    • What you can (and cannot) learn about business cases from valuation techniques        You will also get an opportunity to meet our faculty and our admission team after the    sample class. They will share with you tips on choosing the right finance program and their    perspective of the program. Don’t miss the chance to learn more about the strengths and    uniqueness of the MSGF program.