BlackRock: Continue to increase allocation to U.S. stocks by leveraging the AI boom

Jinse Finance reported that BlackRock's latest viewpoint suggests that multiple major trends are reshaping the global economy and markets, with artificial intelligence (AI) being the most critical. The technology sector is shifting from "asset-light" to "highly capital-intensive," and the speed and scale of AI infrastructure may reach unprecedented levels. Therefore, BlackRock maintains a risk-on stance and continues to increase its allocation to U.S. equities under the AI theme. BlackRock also cautions that AI could give rise to entirely new profit models and spread across different industries and the broader economy. Similarly, the ultimate winners within the technology sector remain uncertain. Although overall capital expenditure investment may yield positive results, it will not necessarily benefit every company equally. As a result, the AI theme will shift to an active investment topic. (Golden Ten Data)