CNBC的吉姆·克莱默周二表示，人工智能行业在赢得公众好感的竞争中正节节败退。
CNBC's Jim Cramer said Tuesday that the artificial intelligence industry is losing the battle over public perception.
“舆论氛围已经转而反对这些人和这些产品，而鼓吹者对此毫无准备，”《疯狂资金》主持人说。他补充道：“华尔街正在输掉叙事之争，各类股票都可能因此受损。”这种情绪转变发生在市场本就艰难的时候。美国国债收益率持续攀升至多年高点，标普500指数成分股中超过一半的交易价格低于其200日移动平均线，这意味着这些股票处于下行趋势；指数中有204只股票较52周高点至少下跌20%。
"The culture has turned against these people, these products, and the proponents have been caught flatfooted," the "Mad Money" host said. He added, "Wall Street's losing the battle of the narrative and all sorts of stocks might end up getting hurt." The change in sentiment comes at a difficult time for the market. Treasury yields continue to climb to multiyear highs, while more than half of S&P 500 constituents are trading below their 200-day moving averages, meaning those stocks are in a downward trend, and 204 stocks in the index are at least 20% below their 52-week highs.
鉴于市场参与面本就狭窄，克莱默担忧，公众对人工智能态度的转变可能给华尔街最大的增长引擎、美国经济整体的重要增长来源之一造成压力。有关就业、电价和安全的担忧，正日益与该行业所承诺的经济增长和生产率提升形成竞争。又恰逢中期选举年，民主党和共和党都在争夺国会控制权，事情的后果更为重大。
Given the already narrow market, Cramer worries changing attitudes toward AI could pressure the biggest growth driver on Wall Street and an important source of growth for the U.S. economy overall. Concerns about jobs, electricity costs and safety are increasingly competing with the industry's promises of economic growth and productivity gains. The stakes are raised by this being a midterm election year, with Democrats and Republicans vying for control of Congress.
“18个月前，人们或许还会说，这些企业高管正在让数万人投入数据中心建设，”克莱默说，“如今我们会想：他们把电价抬高了多少？糟蹋了多少水？又有多少城镇遭了殃？”人工智能领先开发商针对模型能力日益增强所发出的风险警告，又给该行业的信息传递平添了复杂性。克莱默提到，路透社获得了一份泄露的Anthropic首次公开募股招股说明书。
"Eighteen months ago, people might've said these execs are putting tens of thousands of people to work building data centers," Cramer said. "Now we think how much have they raised electricity prices? How much water did they despoil? How many towns just got had?" Warnings from leading AI developers about the risks of increasingly powerful models have only complicated the industry's message. Cramer pointed to a leaked version of Anthropic's IPO prospectus obtained by Reuters, which, the news outlet said, contained warnings that its AI models pose a "catastrophic or existential risk to humanity."
路透社称，该文件警告称，其人工智能模型对人类构成“灾难性或关乎人类存亡的风险”。他还提到，OpenAI因安全顾虑决定暂缓推出其下一代模型ChatGPT 6.1 Astra。
He also referenced OpenAI's decision to hold back its next model, ChatGPT 6.1 Astra, over safety concerns.
“我不是唱衰者，”克莱默认为。“你知道，我对人工智能持积极态度，但这些公司必须开始讲出更精彩的故事。”克莱默以Meta为例，说明企业可以如何改变舆论叙事。他表示，乐见该公司重点宣传其在降低数据中心对当地电力成本影响方面所作的努力，以及对投资所在社区的支持。他还赞扬了Meta新推出的Muse人工智能智能体，其中包括一个旨在帮助小企业主实现行政工作自动化的版本。由CNBC投资俱乐部管理的投资组合Cramer's Charitable Trust持有Meta股份。
"I'm not a doomer," Cramer said. "You know I'm constructive on AI, but the companies have to start telling better stories." Cramer pointed to Meta as an example of how to change the narrative. He said he appreciates how the company has highlighted efforts to limit the impact of its data centers on local electricity costs and support the communities where it invests. He also praised Meta's new Muse AI agent, including a version designed to help small-business owners automate administrative work. Cramer's Charitable Trust, the portfolio run by CNBC's Investing Club, owns shares of Meta.
“Meta的Muse可能是我多年来听说过的、最有助于小微企业实现规模化发展的新工具，”克莱默认为。
"Meta's Muse may be the best new tool for the scaling of small business that I've heard of in years," Cramer said.
如果业内人士不能采取更多行动，展示人工智能切实可见的益处，克莱默担心，公众情绪日益恶化可能成为本已脆弱的市场面临的又一逆风。“事情本不必发展到这一步，”他说。“但这就是如今的新叙事，想要扭转并不容易。”立即注册CNBC投资俱乐部，追踪吉姆·克莱默在市场中的一举一动。有问题想问克莱默？
Unless the industry does more to demonstrate AI's tangible benefits, Cramer worries deteriorating public sentiment could become another headwind for an already fragile market. "It didn't have to be this way," he said. "But that's the new narrative and it's going to be hard to break." Sign up now for the CNBC Investing Club to follow Jim Cramer's every move in the market. Questions for Cramer?
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