Bloomberg’s The China Show: Morgan Stanley’s Caron on AI spending and Moonshot’s new model
In this guest segment of Bloomberg’s The China Show, Jim Caron, chief investment officer of Morgan Stanley Investment Management’s Portfolio Solutions Group, discusses AI spending as the market’s current main theme, earnings expectations as high as 35% to 40%, and a potential pullback as a buying opportunity. The program also explains Moonshot’s latest Kimi K3.1 model, saying it trails top US models by only two or three points on several benchmarks and costs about half as much per task.
Bloomberg Television ·