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cover of episode AI theme reheating as Trump coalition fragility a rising talking point

AI theme reheating as Trump coalition fragility a rising talking point

2025/6/11
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Saxo Market Call
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John J. Hardy
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John J. Hardy: 我观察到人工智能相关股票表现活跃，其中英特尔的股价在昨天大幅上涨，涨幅超过8%。这可能与英特尔正在为伦敦的一个超级计算机项目提供支持有关。我个人猜测，可能有一些大型投资者正在积极积累英特尔的股票。英伟达的表现也相当不错，股价正在逼近历史高点。Meta公司宣布成立一个新的AI超级团队，由马克·扎克伯格亲自领导，并宣布向Scale AI投资150亿美元。我认为这些举措对整个AI相关投资领域来说都是利好消息，因为像Meta这样拥有雄厚资金的公司正在持续加大对该领域的投资力度。然而，我也注意到MAG7中的其他公司，如谷歌和苹果，在人工智能领域的发展中面临一些挑战。

Deep Dive

Chapters
Concerns arise about Europe's fiscal capacity, particularly in France, due to its debt levels and the need for Germany to shoulder the burden. Positive risk sentiment from the US-China agreement is also discussed.
  • France's budget constraints hinder defense investment
  • Germany's role in supporting European fiscal stability
  • Positive risk sentiment from US-China talks

Shownotes Transcript

Today a quick update on another strong day for risk sentiment as the AI focus is reheating with a significant rise in AI commitments from Meta and even Intel showing signs of life. Also, a quick rundown on the important of today's US CPI release for May and some thoughts on what is at stake here if Trump's coalition is increasingly fragile and the implications if so. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.

John's final article in four-part series on Rules for the Trump 2.0 Market Era).

 

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