观点金融市场

Are we at the start of a new investment super-cycle?
我们是否处于新一轮投资超级周期的起点?

AI, clean energy and defence spending are reinforcing each other, amplifying potential spend
福鲁哈尔:你只需相信人工智能将是一项变革性技术,相信它需要更多能源才能扩大规模,相信一场由manbetx3.0 引领的清洁能源革命即将到来。

The week of the largest IPO in history may seem like an odd time to wonder if we need more, rather than less, investment into the US and global economies. Many investors believe the SpaceX IPO (target valuation: $1.78tn) could signal a top to the technology-driven market bubble of the past several years.Markets will always blow off steam at some point. But if we also consider that we are at a moment at which not only AI, but other sectors like energy, defence and manufacturing are growing in many parts of the world and require greater capital infusions, we should ask — are we at the beginning, rather than the end, of a new investment super-cycle?

在史上规模最大的首次公开发行(IPO)启动的这一周,思考我们是否需要更多(而非更少)投资来刺激美国乃至manbetx app苹果 manbetx20客户端下载 ,似乎有些不合时宜。许多投资者认为,SpaceX的IPO(目标估值:1.78万亿美元)可能预示着过去几年由科技驱动的市场泡沫将要见顶。

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