AI Investment Frontier 气候 Alpha 需要异构天气模型 A new SSRN paper uses machine learning to estimate firm-level weather impacts and finds investor underreaction around earnings. The useful lesson is not a climate trade, but a better event-risk architecture.
AI Investment Frontier Climate Alpha Needs Heterogeneous Weather Models A new SSRN paper uses machine learning to estimate firm-level weather impacts and finds investor underreaction around earnings. The useful lesson is not a climate trade, but a better event-risk architecture.
AI Investment Frontier GenAI 风险正在成为横截面测试 A new SSRN paper turns GenAI risk into an asset-pricing question: firms may be punished differently by adverse AI news depending on whether they have real implementation exposure.
AI Investment Frontier GenAI Risk Is Becoming a Cross-Sectional Test A new SSRN paper turns GenAI risk into an asset-pricing question: firms may be punished differently by adverse AI news depending on whether they have real implementation exposure.
