BlackRock预测AI将推动美国股票增长, 但警告增加债务的风险。 BlackRock forecasts AI will drive U.S. stock growth, but warns of risks from rising debt.

黑洛克(BlackRock)预测人工智能繁荣将刺激美国股票和经济增长, 尽管政府债务上升可能会威胁到2025年的乐观情绪。 BlackRock predicts the AI boom will boost U.S. stocks and economic growth, though rising government debt may threaten this optimism by 2025. 该公司认为美国股票比欧洲股票更多地受益于AI, 私人市场是AI基础设施融资的关键。 The firm sees U.S. stocks benefiting more from AI than European ones, with private markets key for AI infrastructure funding. BlackRock更喜欢美国企业债务而不是国债, BlackRock prefers U.S. corporate debt over Treasuries and sees tech and healthcare as strong sectors. 它还计划以约120亿美元获得HPS投资伙伴,以扩大私人信贷。 It also plans to acquire HPS Investment Partners for about $12 billion to expand private credit offerings.