Cathie Wood：AI支出推动收益率反应
Cathie Wood称收益率响应生产性AI资本支出具乘数效应，OpenAI和Anthropic收入激增3-8倍，区别于2007年住房投机。
原文链接详细分析
Cathie Wood指出当前收益率响应具巨大乘数效应的资本支出，而非2007年住房投机，同时OpenAI和Anthropic的AI收入增长在过去6-9个月飙升3至8倍，历史数据显示5%以上利率可与强劲股市共存。
Cathie Wood
@CathieDWoodLeading innovation-focused investments as CEO of ARK Invest, with research spanning disruptive technologies including AI, blockchain, genomics, and autonomous systems.
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