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Bloomberg：Technology·· 4 小时前AI 评分24

Pivotal Advisors CEO Tiffany McGhee：财报季须证明 AI 投入正在变现

Tiffany McGhee Says Earnings Must Show AI Spending Is Paying Off

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Pivotal Advisors CEO 兼 CIO Tiffany McGhee 表示，市场虽有韧性但仍对利率敏感，财报季将于周二 13 日开启，投资者将重点关注企业能否证明其 AI 投资已实现变现，以及地缘政治紧张是否影响具体业务。

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Oct 5th, 2026

Tiffany McGhee Says Earnings Must Show AI Spending Is Paying Off

Tiffany McGhee, CEO and CIO of Pivotal Advisors, described the market as resilient but still sensitive to interest rates. Ahead of earnings season, which begins Tuesday the 13th, she said investors will focus on whether companies can demonstrate monetization of their AI investments, as well as whether geopolitical tensions are affecting individual businesses. She speaks with Scarlet Fu & Hema Parmar on "The Close."

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