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X·宏观· Jim Bianco (@biancoresearch)·· 11 天前AI 评分38

If SpaceX ($SPCX) was in the $SPX now, AI-related stocks would be 51% of the index.

If SpaceX ($SPCX) was in the $SPX now, AI-related stocks would be 51% of the index.

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If SpaceX ($SPCX) was in the $SPX now, AI-related stocks would be 51% of the index. With Anthropic and OpenAI coming public, add them to the $SPX in 2027 and AI would be ~55% of the $SPX. The last time a single theme was >50% of the $SPX was the railroads in the 19th century. 引用 @AlexMalitas:AI-

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