BlackRock: Bullish on Semiconductor and Hardware Stocks Amid AI Boom

华尔街见闻2026/04/24 15:18

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Li said on Friday that the artificial intelligence industry is currently in a development stage, and it is still unclear whether model providers, computing service providers, or companies with strong data and intellectual property rights will ultimately dominate. "As for the application stage, I don’t think there is a definitive answer at this point," she said. (Bloomberg)

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Recently, MSCI Inc. approved new rules that could ultimately result in the removal of Strategy Inc. from its global equity benchmark index. This move may trigger stock sell-offs worth several billions of dollars and add new pressure to the financing model behind Michael Saylor's massive bitcoin holdings.

智通财经•2026/10/15 23:02