Tom Lee de Fundstrat declara que la venta de acciones relacionadas con la IA ha alcanzado su punto más bajo, debido a la escasez de oferta y la resistencia de las criptomonedas.

Un estratega de mercado está analizando la reciente venta masiva de acciones relacionadas con la IA y considera que ha alcanzado su punto más bajo por dos razones principales.

En una nueva entrevista con Squawk Box de CNBC, Tom Lee, cofundador de Fundstrat, afirma que la demanda por infraestructura de IA sigue siendo alta, lo que indica que las acciones relacionadas con la IA pronto se recuperarán después de las fuertes pérdidas sufridas la semana pasada.

Lee dice:

“Creo que hemos llegado al punto más bajo porque, en primer lugar, el mercado de la IA sigue estando muy ajustado. No se trata de un mercado con exceso de capacidad, y las restricciones que estamos observando impiden un mayor gasto, o la oposición política también impide un mayor gasto. Esto ralentiza el crecimiento, pero no significa que hemos alcanzado el tope.”

Lee también señala que la reacción del mercado de criptomonedas al ataque a Binance indica que ha llegado a su punto más bajo.

“Creo que la segunda señal es el ataque a Binance. La pérdida de 6300 millones de dólares apenas ha causado una caída en los precios de las criptomonedas, porque si las criptomonedas son un indicador del riesgo, ya se habría visto una reducción significativa en su valor. Esos daños apenas afectan los precios de las criptomonedas.”

Lee mantiene su predicción de que el S&P 500 terminará el año por encima de los 8200 puntos, a pesar de las preocupaciones de los inversores sobre el gasto en IA, los precios del petróleo, las elecciones de mitad de mandato y el conflicto en Irán.

“Creo que los mercados saldrán del año en buena forma, pero han estado teniendo dificultades. Los mercados están luchando contra un muro de preocupaciones.”

Síganos en X, Facebook y Telegram
No pierdas ni un segundo más: suscríbete para recibir notificaciones por correo electrónico directamente en tu bandeja de entrada.

Imagen generada por Midjourney ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ``` ```