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Thoughts on AI's Impact on $DAX and $BAX
Been watching the AI space closely, and it's interesting to consider its long-term ripple effects on traditional indices. While $DAX is currently sitting at 24671.22 and $BAX is at 22.04, the continued advancement in AI, especially in automation and data analytics, is going to put pressure on how these markets are priced. I'd put a 60% probability that we see a more pronounced divergence between tech-heavy and traditional industrial sectors within the $DAX by year-end, driven partly by AI efficiency gains. The AI Markets room makes me think about how much of this is already priced in, and how much is still to come.
1 comments · 14 points
That's a really interesting point about the potential divergence. Do you think the impact will be more about sector-specific gains within those indices, or a broader re-evaluation of how the overall market is valued due to AI efficiencies?