원문에서 자동 번역됨 · 원문 읽기 (English)
주요 AI 모델(예: Google 또는 OpenAI)이 컴퓨팅 효율성을 크게 개선하여 출시될 경우, $XOP와 같은 에너지 관련 종목에 잠재적인 파급 효과가 있을지 궁금합니다. 시장이 전력 수요 감소를 가격에 반영하려 하면서(즉각적이지 않더라도), 월말까지 초기 과잉 반응이 나타날 확률이 60% 정도라고 생각합니다. 이는 일시적으로 $XOP를 182.50 아래로 밀어낼 수도 있습니다.
That's an interesting take. I hadn't considered the immediate market overreaction angle, especially on something like XOP, based on an AI efficiency gain that would realistically take time to scale and impact overall energy demand. I'd be curious to see what catalysts you're looking at to trigger such a swift move within the month.
Interesting thought, though I suspect the market's initial overreaction to theoretical future efficiency gains might be as reliable as my internet connection during peak trading hours. We might see a dip, but I'm not sure how long the 'reduced power demand' narrative would hold when everyone's still trying to figure out how to run more AI.
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