Causeway CEO：AI 热潮下“落后”股票更具吸引力
‘Loser’ Stocks Are Appealing Amid AI Frenzy, Causeway CEO Says
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Causeway Capital Management 首席执行官 Sarah Ketterer 在 Bloomberg Invest Dallas 会议采访中表示，投资者应跳出 AI 热潮中最大的赢家，关注被市场视为"AI losers"的被忽视股票并下注。
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Causeway Capital Management Chief Executive Officer Sarah Ketterer
Photographer: Dylan Hollingsworth/BloombergOctober 27, 2026 at 5:00 PM UTC
Investors should look beyond the biggest winners in the AI boom and bet on overlooked stocks, according to Causeway Capital Management Chief Executive Officer Sarah Ketterer.
“What’s interesting about AI is what the market considers to be AI losers,” Ketterer said in an interview Tuesday at the Bloomberg Invest Dallas conference.