Today: Wie sollen Anleger mit der KI-Korrektur umgehen? | Proteste in Frankreich belasten Börsen
Aus KI-Angst wird eine KI‑Korrektur. Welche Schlüsse Anleger ziehen sollten, erklärt ein Chief Investment Officer der BNP Paribas. Und: Wie sich die Lage in Frankreich auf die Börsen auswirkt.
Recent sell-offs in artificial intelligence (AI) stocks have affected US and Asian stock exchanges. Bloomberg data shows US chip companies alone have suffered more than $1 trillion in losses within a week. The problem extends beyond semiconductors, with other AI stocks also feeling the impact. ING Bank has described the situation as a "AI correction."
The concerns among investors are not unfounded, as the high valuations and growth predictions are now being scrutinized. Many experts question whether sufficient AI revenues can be generated to justify the investments. Moreover, it is anticipated that write-downs will increase due to the limited lifespan of high-performance computers necessary for AI applications.
Rising yields on bond markets further complicate the situation, making AI investments more expensive.
Stephan Kemper, Chief Investment Officer for Wealth Management & Private Banking Germany and Head of Investment Strategy at BNP Paribas, explains what investors should do in this environment. The market report also covers escalating protests in France and their implications for equities and bonds.
Written by urgent.news from Handelsblatt's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
