Microsoft(US:MSFT) Xin Lang Cai Jing·2026-02-13 07:38Core Viewpoint - Microsoft AI CEO Mustafa Suleyman stated that most tasks performed by professionals such as lawyers, accountants, project managers, and marketers will be fully automated by AI within the next 12 to 18 months, leading to significant disruptions across various sectors of the U.S. stock market and tightening liquidity in commodity markets [2][7]. Group 1: Market Impact - The automation of tasks by AI is expected to have a domino effect on the U.S. stock market, impacting various industry sectors [2][7]. - Silver prices have seen a significant decline, with the main contract in Shanghai falling below the 20,000 mark, experiencing a maximum daily drop of over 9% [2][7]. Group 2: Economic Indicators - Attention is focused on the upcoming release of the U.S. Q4 GDP preliminary value on February 20, with expectations of at least a 1.5% decline in growth due to the government shutdown, and a projected annualized rate of 2.9%, a substantial drop from the previous 4.4% [3][8]. - If the GDP data falls below expectations, it may reinforce market concerns about the U.S. economy entering stagflation, leading to potential significant corrections in risk asset prices and renewed liquidity risks in the dollar [3][8]. Group 3: Geopolitical Factors - The ongoing discussions between Russia and Ukraine continue without resolution, while indirect talks between the U.S. and Iran have not yielded substantial progress [3][8]. - The U.S. has increased military presence in the Middle East during these discussions, and President Trump has signed an order to impose additional tariffs on goods imported from countries trading with Iran, which could escalate tensions and threaten global energy security and financial market stability [3][8].