如果您希望第一时间收到推送,别忘了加“星标”!核心观点核心观点近期美国消费、就业市场陆续降温,但美股市场依旧表现稳健,结构性分化严重,科技股持续跑赢,非科技/AI受损公司跑输。我们认为核心原因是AI发展已经开始在投资、就业、资产价格等多个渠道对美国经济和市场产生影响。对于资产配置而言,AI带来劳动生产率的提升,美国或持续呈现美股表现>GDP>就业市场的特征。美债利率或继续陡峭化;美股结构性分化行情...
Source Link如果您希望第一时间收到推送,别忘了加“星标”!核心观点核心观点近期美国消费、就业市场陆续降温,但美股市场依旧表现稳健,结构性分化严重,科技股持续跑赢,非科技/AI受损公司跑输。我们认为核心原因是AI发展已经开始在投资、就业、资产价格等多个渠道对美国经济和市场产生影响。对于资产配置而言,AI带来劳动生产率的提升,美国或持续呈现美股表现>GDP>就业市场的特征。美债利率或继续陡峭化;美股结构性分化行情...
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