The AI frenzy is driving the global momentum strategy "thirty-year highest return" MSCI momentum index approaching the historical peak.

According to Zhixun Finance and Economics App, driven by the artificial intelligence (AI) investment frenzy, global momentum strategies are experiencing the strongest returns in decades. However, there is also a growing divergence among institutions on whether this upward trend can continue. On one hand, funds continue to flow into a few big winners, pushing momentum indexes to record levels of excess returns. On the other hand, some hedge funds and large investment banks have warned that macro risks and crowded trades could trigger a violent reversal at any time.