巴克莱银行的亚历山大·奥特曼谈论人工智能的看涨与看跌理由。
Barclays' Alexander Altmann on the bull and bear cases for AI.
作者：乔·维森塔尔与特雷西·阿洛韦（在Spotify上收听）对于人工智能交易来说，这是重大的一周——我们看到了市场出现波动，其中许多波动是对Anthropic公司的S-1文件以及超大规模云服务商（甲骨文、微软等）财报等头条新闻的反应。
By Joe Weisenthal and Tracy Alloway Listen to on Spotify It has been a big week for the AI trade — we've seen wobbles in the market, many of them in response to headlines like the Anthropic S-1 and earnings from the hyperscalers (Oracle, Microsoft, etc.).
那么，华尔街是如何看待所有这些消息的，他们又是如何消化那种“经济规律几乎不适用于人工智能”的日益强烈的感觉？
So what does Wall Street make of all the news, and how are they processing an increasing sense that the laws of the economy barely apply to AI?
今天，我们采访了巴克莱银行全球股票战术策略主管亚历山大·“阿尔蒂”·奥特曼，他帮助我们理解华尔街目前对人工智能交易的真实感受。
Today, we speak with Alexander 'Alty' Altmann, global head of equities tactical strategies at Barclays, and he helps us make sense of how Wall Street really feels about the AI trade right now.
我们还讨论了标准普尔500指数的“韩国综合股价指数化”（KOSPI-fication）、人工智能基础建设投入的资本支出是否有任何历史先例，以及人工智能是否真的对利率免疫。
We also talk about the KOSPI-fication of the S&P 500, if there are any historical precedents for the capex going into the AI buildout, and if AI is really immune to interest rates.