BlackRock: Continuing to increase allocation to US stocks, riding the AI ​​wave.

BlackRock's latest view is that several major trends are reshaping the global economy and markets, with artificial intelligence (AI) being the most crucial. The technology industry is shifting from "asset-light" to "highly capital-intensive," and the speed and scale of AI infrastructure development may reach unprecedented levels. Therefore, BlackRock maintains its risk-averse stance and continues to increase its holdings of US equities under the AI ​​theme. BlackRock also cautions that AI has the potential to spawn entirely new profit models and spread across different industries and the overall economy. Similarly, the ultimate winners within the technology industry are still unclear. While overall capital expenditure investment may yield positive results, these may not be evenly distributed among every company. Therefore, the AI ​​theme will become a focus of active investment. (Source: Jinshi)