Howard Marks Ungkap Strategi Investasi Era AI di KIW 2026
Terbit: · Sumber: hankyung.com
Pada 14 Mei 2026, hari ketiga Korea Investment Week (KIW) 2026, Howard Marks, chairman Oaktree Capital, akan berdialog dengan Yoon Seok-mo, kepala Samsung Securities Research Center, mengenai siklus investasi dan risiko di era AI. Sesi ini menjadi bagian dari pembahasan strategi investasi global seputar AI, aset digital, dan industri K-culture. Marks dijadwalkan menyampaikan pandangan tentang kemungkinan pasar aset terlalu panas di tengah gelombang AI terbaru serta prinsip investasi jangka panjang. Peneliti senior Samsung Securities akan menilai arah pasar saham setelah reli AI, sementara Mandeep Singh, kepala riset teknologi global Bloomberg Intelligence, akan menganalisis dampak penyebaran agen AI terhadap tingkat keuntungan perusahaan dan pangsa pasar. Sumber: hankyung.com
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