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Bridgewater CIO: Most AI Infrastructure Trades Already Priced In, Currently Holds "Very Small Position"
Greg Jensen, co-chief investment officer at Bridgewater Associates, one of the world's largest hedge funds, stated that most of the upside in AI infrastructure-related trades has already been priced in by the market. The fund is shifting its investment focus towards trades related to "disruption and applications" brought about by AI. He revealed that Bridgewater currently holds "very small positions" in AI infrastructure.
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Source：华尔街见闻 · Source Link
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