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Bloomberg:Technology·· 4 小时前AI 评分24

Larry McDonald:AI 加价正在扭曲标普 500 的"真实盈利能力"

AI Markups Distorting 'True Earnings Power of S&P,' Says Larry McDonald

AI 导读

The Bear Traps Report 创始人 Larry McDonald 指出,AI 相关加价正在扭曲标普 500 的盈利潜力。他在讨论债市压力与股市走势时提出这一观点,当时美股在历史高位附近波动,交易员正等待财报季开启和影响美联储前景的通胀数据。

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Oct 12th, 2026

AI Markups Distorting 'True Earnings Power of S&P,' Says Larry McDonald

Stocks fluctuated near their all-time highs as traders looked ahead to the start of the earnings season and inflation data that will be key in shaping the Federal Reserve outlook. Larry McDonald, founder at The Bear Traps Report, discusses bond market stress, equity moves, and how AI related mark-ups are distorting S&P 500 earnings potential.

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来源:Bloomberg:Technology · bloomberg.com