Another week, another record high in US equity markets. Last week’s jump was triggered by the Federal Reserve’s signal that investors can look forward to more interest rate cuts this year. But deeper market bullishness is built on two things: the cash reserves of the tech giants that now dominate the markets, and belief in their ability to monetise artificial intelligence.
又是一周，美股再創新高。上周的漲幅由美聯儲的信號觸發，該信號表明投資者今年可以期待更多次的降息。但市場更深層的看漲情緒基于兩大因素：一是目前主導市場的科技巨頭們手中龐大的現金儲備，二是對它們通過人工智能賺錢的能力抱有堅定的信心。
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