អត្ថបទនេះត្រូវបានបង្ហាញជាលើកដំបូងនៅក្នុងការសង្ខេបពេលព្រឹក។ ទទួលបានការសង្ខេបពេលព្រឹកដែលផ្ញើដោយផ្ទាល់ទៅប្រអប់ទទួលរបស់អ្នករៀងរាល់ថ្ងៃចន្ទដល់សុក្រត្រឹមម៉ោង ៦ ៈ ៣០ ព្រឹកនិងអិល។ ជាវប្រចាំ
ថ្ងៃព្រហស្បតិ៍ទី X ខែកុម្ភៈឆ្នាំ 16, 2023
ព្រឹត្តិបត្រព័ត៌មានថ្ងៃនេះដោយ Jared Blikreអ្នកយកព័ត៌មានបានផ្តោតលើទីផ្សារនៅលើ Yahoo Finance ។ តាមគាត់នៅលើ Twitter @SPYJared. អាននេះ និងព័ត៌មានទីផ្សារជាច្រើនទៀតនៅពេលធ្វើដំណើរ កម្មវិធីហិរញ្ញវត្ថុ Yahoo.
នេះ AI genie has escaped the bottle with a velocity not matched in modern human history, and investors are starting to take notice. Wednesday, C3.ai (AI) and SoundHound AI (សូន) added to their 2023 gains — each up about 120% this year.
Despite the outperformance of these thematic AI names, the industry is still relatively small, leaving many investors wondering how to invest. Already, one veteran macro trader is peering far beyond the hype, warning that investment in AI could be the “biggest bubble of all time.”
Raoul Pal, the CEO and founder of ចក្ខុវិស័យពិតប្រាកដ Group, recently spoke to Yahoo Finance Uncut about the tremendous growth in artificial intelligence as well as the knock-on effects of mass adoption. He believes that the number of applications for AI is set to explode, and we are not yet ready to deal with the implications of this exponential growth.
Pal argues that hand-in-hand with the growth story, AI will usher in a global deflationary shock — one of the largest the world has ever seen.
“I think it might be bigger [by] orders of magnitude than China joining the [World Trade Organization]. I can’t express how powerful what is happening is,” he said, referring to the 2001 WTO decision that paved the way for China to become a manufacturing and trade juggernaut — ushering in an era of cheap imported goods for Americans.
ស្រដៀងគ្នានេះដែរ experts forecast that AI will replace many workers while lowering the cost of goods and services for consumers.
But despite the lofty visions of industry insiders and investors looking for the next big thing, the technology is still relatively young, with few investing opportunities at scale. Guardforce AI (GFAI), and BigBear.ai Holdings (ប៊ីប៊ី) are pure-play names attracting attention. But even the largest among them — the aforementioned enterprise-software leader, C3.ai — only has a market cap of $2.5 billion.
In the universe of funds, several thematic ETFs include AI — but mostly in addition to the larger robotics theme. The lone exception appears to be the WisdomTree AI and Innovation Fund (WTAI). (Though, a smartly-named ETF with the ticker CHAT recently filed for registration in the U.S.)
But investors needn’t chase illiquid small-cap stocks to invest in AI.
“[F]or the average person, right now, the easiest two ways [to invest in AI] are Microsoft and Google,” says Pal, adding that both companies are pivoting their entire business models to embrace AI.
ម៉ៃក្រូសូហ្វ (MSFT) may have an early-mover advantage with ChatGPT. But behind the scenes, Alphabet’s Google (Google, GOOG) has been investing in other complementary technologies, which should become major investment opportunities down the road, says Pal.
“[D]on’t forget — Google’s got robotics. Google’s got EV. Google’s got self driving … [T]hey’ve got quantum computing — all in their Google X Labs, which we don’t even know about. It’s all behind the curtain.”
As users adopt these new technologies, the companies that offer them at scale should benefit from ផលប៉ះពាល់បណ្តាញ — a self-reinforcing phenomenon that exponentially increases their network activity. Semiconductors also fall into this category, says Pal. Companies like Nvidia (NVDA) are key to processing AI data, and they are likely to benefit as the technology becomes more widespread.
There will be more high-profile AI failures — some គួរឱ្យអស់សំណើចនិងមួយចំនួនទៀត គួរឱ្យខ្លាច, as the technology worms its way into our everyday lives and mission-critical systems. But the deck is stacked in favor of exponential growth.
While it may seem premature to worry about a bubble in any asset when investors are still reeling front last year’s drubbing, Pal focuses on some of the near-term effects. “If there’s ever a reason for the major technology stocks to really have another leg higher, it’s on [AI],” he says.
Watch the entire 50-minute interview with Raoul Pal on Yahoo Finance Uncut ខាងលើ។
សេដ្ឋកិច្ច
ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: តម្រូវការចុងក្រោយ PPIពីមួយខែទៅមួយខែ, ខែមករា (0.4% រំពឹងទុក, -0.5% ក្នុងអំឡុងខែមុន)
ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: PPI មិនរាប់បញ្ចូលអាហារ និងថាមពលពីមួយខែទៅមួយខែ ខែមករា (0.3% រំពឹងទុក 0.1% ក្នុងអំឡុងខែមុន)
ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: តម្រូវការចុងក្រោយ PPIពីមួយឆ្នាំទៅមួយឆ្នាំ ខែមករា (5.4% រំពឹងទុក 6.2% ក្នុងអំឡុងខែមុន)
ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: PPI មិនរាប់បញ្ចូលអាហារ និងថាមពលពីមួយឆ្នាំទៅមួយឆ្នាំ ខែមករា (4.9% រំពឹងទុក 5.5% ក្នុងអំឡុងខែមុន)
ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: ចាប់ផ្តើមសាងសង់លំនៅដ្ឋាន, January (1.353 million expected, 1.382 during prior month)
ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: លិខិតអនុញ្ញាតសាងសង់, January (1.350 million expected, 1.330 million during prior month, revised to 1.337 million)
ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: ចាប់ផ្តើមសាងសង់លំនៅដ្ឋានពីមួយខែទៅមួយខែ ខែមករា (-2.1% រំពឹងទុក, -1.4% ក្នុងអំឡុងខែមុន)
ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: លិខិតអនុញ្ញាតសាងសង់, month-over-month, January (1.0% expected, -1.62% during prior month, revised to -1.0%)
ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: ការទាមទារសំណងគ្មានការងារបឋមសប្តាហ៍បានបញ្ចប់នៅថ្ងៃទី 11 ខែកុម្ភៈ (200,000 រំពឹងទុក, 196,000 ក្នុងអំឡុងពេលសប្តាហ៍មុន)
ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: ការទាមទារបន្ត, week Feb. 4 (1.689 million expected, 1.688 million during prior week)
ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: Philadelphia Fed Business Outlook Indexខែកុម្ភៈ (-6.9 រំពឹងទុក, -8.9 ក្នុងអំឡុងខែមុន)
ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: New York Fed Services Business Activity, February (-21.4 during prior month, revised to -13.7)
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Source: https://finance.yahoo.com/news/raoul-pal-says-ai-could-become-the-biggest-bubble-of-all-time-morning-brief-103046757.html