What Wall Street Really Thinks About the AI Trade Now
What Wall Street Really Thinks About the AI Trade Now
It has been a big week for the AI trade — we've seen wobbles in the market, many of them in response to headlines like the Anthropic S-1 and earnings from the hyperscalers (Oracle, Microsoft, etc.). So what does Wall Street make of all the news, and how are they processing an increasing sense that the laws of the economy barely apply to AI? Today, we speak with Alexander 'Alty' Altmann, global head of equities tactical strategies at Barclays, and he helps us make sense of how Wall Street really
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這週對 AI 交易來說是大週 — 我們看到市場波動，許多波動是因為 Anthropic 的 S-1 以及大型雲端公司（Oracle、Microsoft 等）的財報所致。那麼華爾街對這些新聞的看法是什麼？他們又如何處理越來越多的觀感：經濟法則幾乎不適用於 AI？今天，我們與巴克萊全球股票戰術策略主管 Alexander 'Alty' Altmann 對談，他協助我們理解華爾街目前對 AI 交易的真實感受。我們也討論了 S&P 500 的 KOSPI 化、是否有歷史先例可證明資本支出投入 AI 建設，以及 AI 是否真的對利率免疫。閱讀更多：Microsoft 報告雲端銷售上升，顯示 AI 的回報。僅 Bloomberg.com 會員可在收件箱收到 Odd Lots 通訊，並可無限制存取網站與應用程式。bloomberg.com/subscriptions/oddlots。請參閱 omnystudio.com/listener 瞭解隱私資訊。