美股研究社·2026-01-30 11:13Core Viewpoint - The article discusses the rapid development of artificial intelligence (AI) technology and its implications for various industries, highlighting both opportunities and risks associated with AI adoption. Group 1: AI Disruption and Risks - Jon Gray, President of Blackstone, emphasizes that the greatest risk posed by AI is the rapid disruption of specific industries, citing examples such as JPMorgan using AI to replace proxy advisory services [5] - Blackstone is actively assessing the risks associated with AI disruption, while also recognizing the potential for AI to drive significant productivity gains and enhance profit margins across many sectors [5] Group 2: Power Supply Risks - A report indicates that up to 151 million Americans face a high risk of power shortages or blackouts in the next five years due to extreme weather, fragile natural gas systems, and surging electricity demand [6] - The North American Electric Reliability Corporation (NERC) highlights that the threat level has significantly increased compared to the previous year, driven by aging infrastructure and the overload from expanding data centers [6] Group 3: Mergers and Acquisitions - SpaceX is reportedly considering a merger with Tesla or xAI, reflecting Elon Musk's strategy to integrate his business ventures [7][8] - Investors are pushing for the feasibility of a merger between SpaceX and Tesla, as well as a potential integration with xAI before an initial public offering (IPO) [8] Group 4: Software Sector Concerns - Concerns over AI disrupting traditional software licenses and workflows have led to a bear market for software stocks, with ServiceNow experiencing a 10% drop [9] - The North American Technology Software Index ETF (IGV) fell by 5.4%, marking its largest single-day decline since April 2025, and has dropped approximately 22% from recent highs, indicating a formal entry into bear market territory [9] Group 5: Major Corporate Developments - Amazon is reportedly in talks to invest up to $50 billion in OpenAI, with the latter's valuation potentially reaching $830 billion [12] - Apple reported first-quarter revenue of $143.76 billion, exceeding expectations with a 16% year-over-year growth, driven by strong iPhone sales [13][14]