PIMCO CEO Emmanuel Roman said at the Fifth Global Financial Leaders' Investment Summit this morning (3rd) that AI-related financing could elevate to around USD10 trillion over the next five years and eventually reach overheated levels, compared with the approximately USD12 trillion size of the US bond market.

He said downside risks could emerge from rising US interest rates, war in the Middle East and a eurozone crisis, and the problem of excessive financing may then surface.

Blackstone Inc. (BX.US) President Jon Gray said at the same occasion that the current skepticism may be healthy, but stressed that the broader momentum of AI development indicates related investment will continue to increase, while demand for capital will also grow substantially.

He believed it would be a mistake to underestimate the upcoming productivity gains, as well as changes in consumer and corporate behavior.
~

AASTOCKS Financial News
Website: www.aastocks.com

SG Top Picks
Stock & Type	Code	Strike(Call Level)	Last	Effective Gearing
MIMAX (C)	18184	213 (-)	0.061	2.1 X
TENCT (C)	16371	535 (-)	0.026	11.5 X
TENCT (C)	16775	520 (-)	0.037	10.6 X
TENCT (P)	15481	410 (-)	0.082	9.1 X
TENCT (P)	16018	398 (-)	0.084	7.6 X
TENCT (P)	15421	380 (-)	0.054	8.6 X
TENCT (Bull)	61661	377 (380)	0.109	7.8 X
TENCT (Bull)	63782	372 (375)	0.114	7.5 X
TENCT (Bear)	61250	458 (455)	0.053	16.1 X
TENCT (Bear)	63773	448 (445)	0.037	23.1 X
XIAOMI (C)	15997	36.5 (-)	0.068	7.2 X
XIAOMI (C)	15666	33.88 (-)	0.130	5.5 X
XIAOMI (P)	15898	26.4 (-)	0.049	6.4 X
XIAOMI (P)	15346	23.8 (-)	0.023	7.4 X
XIAOMI (P)	18206	22.68 (-)	0.047	4.6 X
XIAOMI (Bull)	61662	25.6 (26)	0.076	5.1 X
XIAOMI (Bull)	67736	24.1 (24.5)	0.093	4.2 X
XIAOMI (Bear)	65348	34.4 (34)	0.029	10.8 X
XIAOMI (Bear)	54537	33.4 (33)	0.020	15.6 X
Z.AI (C)	17816	788 (-)	0.036	2.3 X
Z.AI (C)	18424	588 (-)	0.078	2.3 X
Z.AI (Bull)	57550	340 (400)	0.028	3.4 X
BAIDU (C)	17312	113 (-)	0.048	4.7 X
BAIDU (C)	16795	103 (-)	0.044	5.5 X
BAIDU (Bull)	58207	68 (70)	0.063	6.4 X
BAIDU (Bull)	69898	63 (65)	0.092	4.4 X
BAIDU (Bear)	61318	102 (100)	0.099	4.1 X
BAIDU (Bear)	56333	96 (94)	0.073	5.5 X
ALIBA (C)	17107	124.88 (-)	0.074	5.7 X
ALIBA (C)	15764	119.88 (-)	0.053	7.6 X
ALIBA (P)	13321	107 (-)	0.109	4.0 X
ALIBA (P)	16016	102 (-)	0.096	3.9 X
ALIBA (P)	15289	96 (-)	0.046	7.0 X
ALIBA (Bull)	60169	94.5 (96)	0.075	7.2 X
ALIBA (Bull)	57055	93 (94.5)	0.084	6.5 X
ALIBA (Bear)	61288	119.5 (118)	0.049	11.1 X
ALIBA (Bear)	61279	115.5 (114)	0.032	17.0 X
Nvidia (C)	11185	275 (-)	0.012	13.6 X
Nvidia (P)	11090	168 (-)	0.058	8.9 X
Broadcom (C)	11128	380 (-)	0.043	14.9 X
Broadcom (P)	11129	280 (-)	0.092	10.2 X
AMZN (P)	11137	180 (-)	N/A	N/A
META (P)	11138	475 (-)	0.051	11.2 X