‘A feedback loop with no brake’: how an AI doomsday report shook US markets

· · 来源:user资讯

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The FTSE 100 is sailing ever higher on a big wave of enthusiasm for London listed stocks. The blue-chip index has opened at fresh record levels. It’s been on a breathtaking run upwards, accelerating its surge higher since the start of the year, rising by more than 9%. Momentum appears to be on its side with the psychologically important 11,000 mark now in its sights. Its mining constituents have been benefitting for demand for metals in particular, as signs indicate that a commodities super-cycle is underway, with huge demand for metals and minerals needed to power the green revolution and build AI infrastructure. Geopolitical tensions and rising debt levels are keeping demand for safe precious metals intact, while defence contractors continue to benefit from the big uplift in spending on military capabilities.

2025 年度,共有5915 家企业披露研发投入合计2.71 万亿元。其中,排名前100 企业(TOP100)的研发投入总计1.43 万亿元,较上年提升5.15%,头部效应更加明显;TOP100 企业研发占比(52.77%)也略高于上年(52.31%),资源集中度进一步提高。

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