全球股市今年呈现出惊人的上涨势头,尽管面临贸易争端、地缘政治风险和全球经济增长前景下滑等多重挑战。推动这一轮市场狂欢的,不再仅仅是传统意义上的“贪婪”,而是投资者对人工智能革命可能带来的变革性机遇的“错失恐惧”(FOMO)。 英国《金融时报》资深专栏作家John Plender在最新文章中指出,当前市场状态几近“漂浮”,美国股市市值占GDP比率已达历史新高,即使是落后于美国的英国市场,...
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