人工智能数据中心投资热潮背后的风险

投资观察
Jan 26

本期聚焦雪佛龙与埃克森美孚在应对委内瑞拉地缘政治动荡及特朗普总统推动廉价石油政策时采取的分化战略。

在人工智能领域,我们关注两家表现迥异的公司:希捷科技与Meta平台。同时探讨近期政策与关税波动下"做空美国"交易的卷土重来。

PGIM机构格雷格·彼得斯受邀解析债券市场风险。他指出为何市场对美联储独立性的担忧不以为意,并分享如何对冲AI基础设施建设中赢家通吃风险的投资策略。彼得斯还透露了未来一年作为投资者最担忧的核心问题。

相关音视频内容可通过搜索P/WSJL(WSJ实时报道)获取完整直播流。

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