智通财经APP获悉，人工智能(AI)投资热潮正首次在欧洲汇市显现影响力，而分析师认为，瑞典克朗与 英镑有望成为最大受益货币。 尽管每日交易规模高达10万亿美元的外汇市场今年主要受制于美元疲软——这既源于关税政策引发的担 忧，也受到美国降息预期影响——但深入观察便可发现，推动股市连创新高的AI浪潮正在汇率市场泛 起涟漪。 摩根大通分析显示，瑞典克朗与英镑近月的韧性表现部分得益于科技投资驱动。在AI投资评估体系 中，瑞典与英国表现亮眼，两国货币正借此获得增长动力，尽管推动力尚属微弱。 根据斯坦福大学AI指数统计，去年英国与瑞典分别吸收逾40亿美元私人AI投资，在受益国榜单中位列 第三、第四，仅次于美国与中国。 Foley进一步解释，对瑞典AI企业的投资会增加市场对瑞典克朗的需求，从而推动汇率明显上涨;但这类 投资对英镑的影响则不那么显著，因为英镑本身的交易量已十分庞大。 今年以来，在美元走弱的背景下，瑞典克朗成为欧洲表现最强劲的主要货币，涨幅近15%;英镑涨幅则 为7%。 不过分析师强调，鉴于利率预期、财政担忧(对英镑影响尤为明显)等其他因素的存在，精确量化AI对汇 率波动的影响仍具挑战。 瑞典克朗对欧元及其他北 ...

Core Viewpoint - Blackstone Group's investment philosophy emphasizes being greedy when others are fearful, which is reflected in its strategic acquisitions, including a recent bid for TechnoPro in Japan, indicating a strong belief in the long-term value of the Asian market and technology services [1][3]. Group 1: Acquisition Details - Blackstone announced its intention to acquire TechnoPro for 507 billion yen (approximately $3.5 billion), representing a premium of over 25% compared to TechnoPro's recent stock price [1][2]. - TechnoPro is a leading IT service provider in Japan, specializing in engineering and technical personnel outsourcing, with over 28,000 engineers and more than 2,500 clients across various industries [2]. Group 2: Market Context - The Japanese stock market has been steadily rising, with foreign investments from firms like Blackstone and Buffett contributing to a "Japan asset boom" [1]. - Japan's current deflationary environment has led to long-term damage to corporate valuations, particularly for emerging tech firms like TechnoPro, which may be undervalued due to limited funding channels and market reforms [3]. Group 3: Strategic Rationale - Blackstone's acquisition is driven by two main factors: the potential of the Asian market amidst global economic pressures and the diversification strategy to mitigate risks associated with the U.S. market [3][12]. - The partnership with TechnoPro aligns with Blackstone's focus on high-quality IT service providers that can benefit from digitalization and AI advancements [4]. Group 4: Broader Investment Strategy - Blackstone has been actively investing in Japan since the 1990s, with a focus on real estate and more recently expanding into healthcare and technology sectors [8][9]. - The firm has completed seven private equity investments in Japan, diversifying its portfolio to include commercial real estate, biopharmaceuticals, IT services, and data centers [9]. Group 5: Future Outlook - Blackstone plans to expand its private asset fund sales channels in Japan and aims to launch a yen-denominated fund by the end of 2025, reflecting its commitment to the Japanese market [10][11]. - The Japanese government's recent policy shifts to attract foreign investment present significant opportunities for Blackstone, particularly in asset management and capitalizing on Japan's vast financial assets [11].