WSJ：美国 13 只公共养老金自 2022 年底靠 AI 股票录得 1380 亿美元账面收益
WSJ 报道，美国 13 只大型公共养老金自 2022 年底以来从 AI 股票获得 1380 亿美元账面收益。包括超大规模云厂商和芯片制造商在内的 15 只 AI 相关股票，6 月占这些基金国内股票持仓的 27%，高于 ChatGPT 发布时的 12%，并贡献了约 57% 的美股收益。报道还提到，纽约暂停新建数据中心、宾夕法尼亚州财政部长反对数据中心扩张，而两地养老金仍持有大量 AI 资产。
Rohan Paul· @rohanpaul_ai · X·2026-10-23 14:10· 16 分钟前AI 评分67
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WSJ 报道美国公共养老金日益依赖 AI 行业，13 只大型公共养老金自 2022 年底以来从 AI 股票获得 1380 亿美元账面收益。15 只 AI 相关股票（包括超大规模云厂商和芯片制造商）6 月占这些基金国内股票持仓的 27%，高于 ChatGPT 发布时的 12%，并贡献了约 57% 的美股收益。
正文 · 原文
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.
来源：Rohan Paul · x.com
来源：RadarAI · aihot.news