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cover of episode Is AI Actually Saving The Stock Market? — With Tom Lee

Is AI Actually Saving The Stock Market? — With Tom Lee

2025/6/25
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Big Technology Podcast
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People
A
Alex
通过在《Mac Geek Gab》播客中分享有用的技术提示，特别是关于Apple产品的版本控制。
T
Tom Lee
知名金融分析师，Fundstrat全球研究部门负责人，著名于其准确的市场预测和分析。
Topics
Alex：我想验证一个普遍的说法，即人工智能交易是支撑股市的唯一因素。 Tom Lee：人工智能对股市的影响是广泛的，金融和工业的盈利增长也很强劲，科技是重要贡献者，但并非所有科技支出都与人工智能相关。大型科技公司的资本支出一部分是人工智能相关，但大部分是为了维持运营。人工智能是美国股市叙事的一部分，但未必是驱动市场的唯一因素。叙事对股市的影响比盈利更重要，尤其是在中期。像特斯拉或Palantir这样的股票，其估值远超盈利，是因为它们有引人注目的叙事。如果美联储继续收紧货币政策，即使有AI的故事，股市也不会上涨。AI只是股市中的一个故事，还有其他因素在起作用。许多看跌的投资者只看到了AI，而忽略了其他驱动股市上涨的因素。

Deep Dive

Chapters
This chapter explores the extent to which AI is influencing the stock market's current performance. It examines whether AI is the primary driver of market gains or merely a contributing factor alongside other economic indicators.
  • AI's impact on the stock market is a complex issue, not solely responsible for market growth.
  • Narratives and expectations play a significant role in stock valuation.
  • Several factors beyond AI, such as the Fed's actions and earnings growth across various sectors, contribute to market performance.

Shownotes Transcript

Tom Lee is the chief investment officer at Fundstrat Capital and head of research at FSInsight. He joins *Big Technology Podcast *to discuss whether generative AI wave is actually holding up the stock market and what would happen if it stalled or fell apart. We discuss what an AI 'Black Swan' event would look like, whether the bubble would pop, and what happens if AI gets too good. Tune in for the second half where we discuss how Lee predicts stock market movements, why the market is holding up well, and whether bitcoin has room to grow.

For complimentary access to Tom's daily insights, market alerts, live webinars, and stock lists, you can visit ⁠⁠fundstrat.com/tom⁠⁠)

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