WSJ：美国公共养老金依赖 AI 行业，相关政治立场却转向反对

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WSJ 指出，美国公共养老金对 AI 行业的依赖正与相关政治立场转向反对 AI 形成矛盾。13 家大型美国公共养老金自 2022 年末以来从 AI 股票账面收益中获益 1380 亿美元；其中 15 只股票在 6 月占其国内股票投资的 27%，高于 ChatGPT 发布时的 12%，贡献了约 57% 的美股收益。

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WSJ: America’s public pensions now depend on the AI industry that the politicians who run them are turning against.

13 large US public pensions booked $138B in paper gains from AI stocks since late 2022.

Those 15 stocks, including hyperscalers and chipmakers, made up 27% of the funds’ domestic equity in June, up from 12% when ChatGPT launched.

That concentration drove roughly 57% of their US stock gains, without counting AI exposure through foreign shares, private equity or private debt.

> New York paused new data centers while its retirement fund’s AI holdings kept climbing.

> Pennsylvania’s treasurer fights data-center growth while overseeing a pension holding billions in AI assets.

> California union leaders want pension managers to weigh AI’s harm to workers while the state’s $650B fund backs data-center providers with $500M.

> New York’s comptroller pressed tech firms over residents’ power, land and water fears while overseeing a fund profiting from those firms.