BlackRock: Artificial intelligence has no bubble, investment trends will continue to drive market rebound

Zhitong
2024.06.19 02:08
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BlackRock stated that the trend of artificial intelligence investment will continue to drive market rebound, but may trigger inflation in the short term. NVIDIA has become the world's most valuable listed company, while Apple's stock price has hit a historical high. BlackRock believes that artificial intelligence is not in a bubble and continues to choose to increase holdings in technology stocks and artificial intelligence thematic stocks. However, the initial capital expenditure required for artificial intelligence may lead to inflation and potential bottlenecks, which the market and central banks have not yet recognized