贝莱德报告称关税带来的经济拖累与AI对美国企业盈利的提振之间存在一场拉锯战。该公司在给客户的一份报告中称到目前为止后者正占据上风。美国制造商可能正感受到关税带来的最大影响。贝莱德称然而工业板块是今年表现最好的标普500指数板块上涨了约15%而该指数的涨幅为6%。为何如此?贝莱德补充称工业板块受益于AI建设以及由大趋势驱动的其他关键主题例如地缘政治割裂和今年国防开支的增加。
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