《5% Yields: 'Whole System Collapses', What Happens To Markets | Gareth Soloway》
SPY 在 7,575 上方交投时看涨，但因 AI 资本开支放缓风险，对 2027 年持谨慎态度。
目前你仍看多标普500指数，认为年底前将涨至7000点，抱歉，是8000点。所以，我对2027年的标普依然持谨慎态度。部分原因在于，我确实认为一旦我们看到AI公司的资本开支出现放缓，某个时点就会产生连锁反应。
Now, okay. Um, right now you're bullish on the S&P 500, 7,000, uh, sorry, 8,000 points by the end of the year. So, I'm still cautious on the S&P for 2027. And part of that is the fact that I do think there's going to be repercussions at some point as soon as we see a slowdown in capex from AI companies.