--- title: "BlackRock strategist favors AI ‘scarcity’ stocks, shorter-term bonds, and infrastructure" type: "News" locale: "en" url: "https://longbridge.com/en/news/291373777.md" description: "BlackRock’s Wei Li says it’s too early to pick AI winners. Look to shares of companies that provide scarce inputs for AI, infrastructure plays, and short-term bonds." datetime: "2026-07-01T06:21:38.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/291373777.md) - [en](https://longbridge.com/en/news/291373777.md) - [zh-HK](https://longbridge.com/zh-HK/news/291373777.md) generator: "portal-rs" --- # BlackRock strategist favors AI ‘scarcity’ stocks, shorter-term bonds, and infrastructure BlackRock’s Wei Li says it’s too early to pick AI winners. Look to shares of companies that provide scarce inputs for AI, infrastructure plays, and short-term bonds. ### Related Stocks - [GRID.US](https://longbridge.com/en/quote/GRID.US.md) - [SHY.US](https://longbridge.com/en/quote/SHY.US.md) - [BLK.US](https://longbridge.com/en/quote/BLK.US.md) - [BTX.US](https://longbridge.com/en/quote/BTX.US.md) - [BIT.RT*.US](https://longbridge.com/en/quote/BIT.RT*.US.md) - [BDJ.US](https://longbridge.com/en/quote/BDJ.US.md) - [BSTZ.US](https://longbridge.com/en/quote/BSTZ.US.md) - [BIT.RT.US](https://longbridge.com/en/quote/BIT.RT.US.md) ## Related News & Research - [From Nasdaq risk systems to AI governance: Lev Yatsemyrskyi’s work on the infrastructure behind modern finance](https://longbridge.com/en/news/298958215.md) - [VNDA: BYSANTI and NEREUS launches, plus pivotal readouts, set up major growth opportunities ahead](https://longbridge.com/en/news/299067929.md) - [Aareal Bank partners with TCS on long-term IT sourcing and infrastructure services deal](https://longbridge.com/en/news/299022955.md) - [STRL: Record growth in E-Infrastructure and robust 2026 outlook highlight strong operational momentum](https://longbridge.com/en/news/299073078.md) - [50+ Leading Organizations Launch Coalition for Pro-Human AI](https://longbridge.com/en/news/299075139.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**