BlackRock: Increasing allocation to US stocks amid AI trend

robot
Abstract generation in progress

Gold Financial reports that BlackRock’s latest view holds that multiple major trends are reshaping the global economy and markets, with artificial intelligence (AI) being the most critical. The tech industry is shifting from light assets to highly capital-intensive operations, and the speed and scale of AI infrastructure development could reach unprecedented levels. Therefore, BlackRock maintains a risk-on stance and continues to increase its US stock holdings under the AI theme.
BlackRock also reminds that AI could give rise to entirely new profit models and spread across different industries and the overall economy. Similarly, the ultimate winners within the tech industry are still unclear. While overall capital expenditure investments may yield positive results, they may not be evenly distributed across all companies. As a result, the AI theme will evolve into an active investment theme. (Jin10)

View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Related Topics
#
ai
Comment
0/400
No comments
  • Pin
Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate App
Community
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)