近日，管理着超过190亿美元资产的知名对冲基金孤松资本（Lone Pine Capital）联席首席投资官David Craver，在参加高盛《Great Investors》系列访谈 时，分享了其对于当前市场结构变化、人工智能（AI）进程以及投资哲学的深度思考。 告别"短视"：思考3-5年的世界格局 作为"老虎系"（Tiger Cub）基金的代表之一，孤松资本一直坚持基本面多头策略。Craver观察到，市场结构已经发生了根本性变化。 与他入行初期相比，当前市场最显著的变化在于两点：一是单只股票围绕事件的波动率处于历史高位，且往往与定性的基本面消息脱钩；二是高估值现 象在巨头中泛滥。 "我过去常对合伙人说，读完一篇新闻稿，我就能告诉你第二天股价会怎么走，但现在情况已不再如此。"Craver表示，由于被动投资和多策略基金的兴 起，市场对短期信息的反应往往过度且不理性。 在这种环境下，Craver认为真正的"阿尔法（Alpha）"机会来自于这一片被遗忘的空白地带——时间维度。 "我不关心一家公司是否会在下个季度超出预期，有太多人在做这种短期的'暗夜格斗'（night fight），试图根据一组事实推测短期股价。 ...

新华社华盛顿1月7日电 国际足联与其官方技术合作伙伴联想集团7日联合宣布，将在2026美加墨世界杯 上应用多项由中国企业联想打造的人工智能（AI）技术，以提升本届世界杯的裁判技术、赛事分析能 力并增强球迷参与体验。 ...

big picture, what what how are your is your screening or kind of your framework changing if at all for 2026. >> Well, I know I'm not the only one to say this. Hard assets, of course.I mean, we're seeing what's happening with the metals and how that's going to metriculate into other hard assets. Um I so I have not discounted agricultural sector which has been under a lot of pressure but yet we're seeing some nice moves this morning in soybeans for example sugar back at 15 cents. Uh I think you have to keep y ...

Group 1: Economic Outlook - The OECD has raised its global economic growth forecast for 2025 by 0.3 percentage points to 3.2%, while maintaining the 2026 growth forecast at 2.9% [1] - Emerging market economies have shown remarkable resilience, becoming a significant driver of global growth amidst economic fluctuations [1] - The investment boom in artificial intelligence (AI) is accelerating digital transformation, with companies increasing investments in AI technologies and automation systems [1] Group 2: Risks and Challenges - Key risks identified include rising tariff rates and renewed inflation pressures, with the effective tariff rate in the U.S. reaching 19.5%, the highest since 1933 [2] - The labor market is showing signs of fatigue, with the OECD's chief economist noting that labor market performance is not as strong as before [2] - The OECD projects U.S. economic growth to decline from 2.8% in 2024 to 1.8% in 2025, and further to 1.5% in 2026, indicating a pessimistic outlook for global economic growth [3] Group 3: Structural Reforms and International Cooperation - Continuous global economic recovery requires countries to deepen structural reforms and unleash the growth potential of new technologies like AI [4] - The OECD emphasizes the importance of international cooperation and the need for transparent and predictable trade policies to balance security and openness [3][4] - China's practices in developing new productive forces and its AI governance initiative have gained international recognition, contributing to a global consensus on AI collaboration [4]

据知情人士透露，美国司法部正在调查Alphabet Inc.旗下谷歌公司是否因与一家知名聊天机器人制造商 达成协议使用其人工智能（AI）技术而违反了反垄断法。反垄断执法人员最近告知谷歌，他们正在调 查谷歌是否与一家名为Character.AI的公司达成协议，以规避政府的正式合并审查。去年，这家聊天机 器人制造商的创始人加入了谷歌，谷歌还获得了使用其合资公司技术的非独家许可。（彭博） ...