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)
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