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What to buy if AI is transformative
如果AI真的會改變一切,你應該買些什麼

It might not be the Big Tech companies
可能不是大型科技公司。

Good morning. Elon Musk announced yesterday that he plans to spend a “lot less” on political campaigns going forward. Tesla investors rejoiced when Musk stepped away from Doge a few weeks ago, sending shares up more than 5 per cent. But they did not react much this time; Tesla shares inched up just 0.5 per cent on Tuesday. The benefits of having an engaged Musk appear to be priced in. Email us: [email protected].

早上好。伊隆•馬斯克(Elon Musk)昨日宣佈,今後他計劃在政治競選上花費「少得多」。幾周前,馬斯克退出Doge時,特斯拉(Tesla)投資者歡欣鼓舞,股價一度上漲超過5%。但這次市場反應平淡;特斯拉股價週二僅微漲0.5%。看來,馬斯克積極參與所帶來的利好已經被市場消化。如有意見,請發郵件至:[email protected]

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