Wei Li, BlackRock's chief global investment strategist, said that as stock valuations generally become more attractive, BlackRock is seeking to rearrange AI transactions. She said that short-term risks still exist, including rising bond yields and the market is beginning to demand actual signs of AI commercialization, but the long-term potential of AI has not changed. Regarding the question of whether there is an AI bubble, she said that for this transformative technology, defining “bubble” as “bubble” is “not particularly helpful” because such technology creates both winners and losers, so it is difficult to generalize.

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