Lenovo’s CIO says patience is a virtue in AI investing, but the clock is ticking

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The Defense Department and Secretary Pete Hegseth had been pressuring Anthropic with to remove its AI’s guardrails so that it can be used for all “lawful” purposes. Those include mass surveillance and the development of fully autonomous weapons. Anthropic refused to bow down to Hegseth’s demands and in a statement said that “no amount of intimidation or punishment” will change its “position on mass domestic surveillance or fully autonomous weapons.” Trump issued the order as a result. The Defense Department had also taken the first steps to designate Anthropic as a “supply chain risk,” which is typically reserved for Chinese companies believed to be working with their country’s government.

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欧元、英镑、澳元、日元兑美元均下跌,欧元、英镑、日元兑美元跌幅分别为0.78%、0.98%和0.64%。日元的走弱尤为引人注目,通常日元是避险货币,在风险厌恶环境中备受青睐,但这次受限于日本国内货币政策预期——日本央行的加息时间表,以及地区局势对亚洲贸易流的直接冲击,日元未能发挥传统的避险功能,反而随亚洲风险资产一同承压,此其中,日股跌势也颇为显著,我们将在下文论述,资金逃出日本资产或是日元和日股下跌的重要原因。

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