BrokerHiveXBrokerHiveX
brokerhive-The wave of artificial intelligence reshapes the global employment landscape and triggers dramatic changes in the stock market investment structure
industry8 months before
Summary：As generative AI and automation technologies accelerate their penetration into the global economy, many industries are undergoing profound adjustments to their employment structures. While technology stocks continue to be strong, traditional industry valuations are facing revaluations, and capital is reconstructing its allocation path for the next decade.
June 18, 2025 — New York/Berlin joint report brokerhive
The rapid evolution of artificial intelligence technology is changing the global labor market and investment preferences at an unprecedented speed. According to the latest report of the International Labor Organization (ILO), in the past 12 months, more than 2.5 million jobs have been replaced by AI-assisted processes worldwide, mainly in the fields of financial customer service, basic software programming and administrative support.
At the same time, a large amount of capital has poured into AI hardware, computing infrastructure, AI software platforms and "AI-native" startups. In the US stock market, NVIDIA, Supermicro, Palantir and OpenAI-related concept stocks have become the main sectors where funds flow.
"We are experiencing an industrial revolution-style capital transfer." - Lisa Chan, head of global asset allocation at Goldman Sachs.
| Plate | Year-to-date performance |
|---|---|
| US AI Chip Index | +41.2% |
| Global Manufacturing ETF | -4.7% |
| Artificial Intelligence SaaS ETF | +25.8% |
| Nasdaq Composite Index | +13.5% |
| Asia Pacific Emerging Technology ETF | +18.2% |
Career fields impacted by AI
Low risk/enhanced : AI engineers, data strategists, medical professionals
At the same time, AI is also spawning a large number of new positions, such as prompt engineers, model governance experts, AI ethics consultants, etc.
Changes in investor behavior:
Traditional pension funds begin to allocate AI ESG funds
Three large North American asset management companies include "AI exposure" in equity screening factors
In the corporate bond market, “AI substitution risk” has become one of the factors considered in rating adjustments
The technological explosion of artificial intelligence will not only reshape the fate of the industry, but is also profoundly affecting the global capital flow and wealth distribution pattern. In this great change, whether or not you can identify the targets that are "disrupted by AI" and "rising with AI" will become the key to the success or failure of the new round of investment.
Contributor: Elena Wagner , European Fintech Observer Co-editor: Junxi Chen , AI Policy and Capital Markets Analyst
⚠️Risk Warning and Disclaimer
BrokerHivex is a financial media platform that displays information from the public internet or user-uploaded content. BrokerHivex does not support any trading platform or instrument. We are not responsible for any trading disputes or losses arising from the use of this information. Please note that the information displayed on the platform may be delayed, and users should independently verify its accuracy.
