BĐS văn phòng
Office
Knowledge‑worker employment & space use
What AI primarily drives
High – demand tied to white‑collar job growth
Exposure to AI‑driven employment shifts
Second‑order – efficiency may reduce space per worker
Exposure to AI productivity gains
Structural vacancy risk
Downside risk if adoption disappoints
High
Outcome uncertainty across AI scenarios
Near-term softness, long-term lift to demand
Net AI impact signal