Strategist: In a fragile market, large tech stocks are safe havens

华尔街见闻2026/05/13 15:55

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What investors want are strong balance sheets and positive cash flow. "These make up the moat for many companies—and AI technology is at the core of this," said Principal Chief Global Strategist Shah. "People are looking for a safe haven, in a sense." (Bloomberg TV)

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Jensen Huang has recently made consecutive public statements claiming that AI development does not require new laws or regulations, characterizing the opposition between innovation and safety as a "false choice." He publicly appeared with Trump, forming a stark contrast to the stance of Dario Amodei, Sam Altman, and Elon Musk, who have called for coordinated efforts to slow down AI research. However, Nvidia’s business interests are closely tied to the pace of investment in AI infrastructure.

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