标签： 人工智能

新研究发现，虽然大语言模型最初可能表现良好，但在较长时期和不断变化的环境中，它们并不能跑赢市场。

对储存芯片的需求正推高各类价格。AI提高生产力的前景能否及时显现以抑制这波通胀？

美光科技的业绩轻松击败分析师预期，发布的收入和利润展望也高于华尔街预测。该股在盘后交易中大涨，推动纳斯达克指数期指走高。

《大空头》原型人物迈克尔·伯里数月来一直在做空AI股票。本周早些时候，伯里做空了特斯拉、卡特彼勒、应用材料以及iShares半导体ETF。

The AI industry is hoovering up capital and transforming financial markets in the process. Mammoth listings from SpaceX, Anthropic and OpenAI could add as much as $4trn to the value of America’s listed firms by the end of the year. Existing AI stocks have already powered an enormous stock-market boom and the industry is issuing increasing amounts of debt. The euphoria is probably pushing up interest rates, too.But it remains unclear exactly how much and how quickly AI will transform the economy—and who will win and lose when it does. Financial risks are building as investors make huge bets on an uncertain future. If the technology realises its potential, will those bets pay off? If it doesn’t, what would the fallout look like? Henry Curr, Mike Bird and Josh Roberts, three of The Economist’s economics and markets experts, take stock of tech stocks and consider what could go wrong.

韩国、台湾和日本成为上半年亚洲表现最好的三大市场。而香港恒生科技指数在前六个月累计重挫19%，原因是投资者纷纷从中国互联网股票中撤资。

伯里宣布了最新的看跌押注，其中包括特斯拉、卡特彼勒、半导体制造商应用材料以及一只追踪芯片制造商的ETF。