标题:结构性牛市的岔路口:AI资本支出、美元流动性与市场的再平衡作者:arndxt编译:Tim,PANews宏观经济的再加速前景较为有限,其持续性依赖于资产丰厚家庭的支撑以及人工智能驱动的资本支出。对投资者而言,本轮周期的关键并非广泛性Beta收益:将半导体和人工智能基础设施作为长期增长动力来侧重。对宽基指数保持谨慎,科技七巨头的集中度掩盖了市场脆弱性。关注美元走势:其走向或将决定当前周期是延续...
Source Link标题:结构性牛市的岔路口:AI资本支出、美元流动性与市场的再平衡作者:arndxt编译:Tim,PANews宏观经济的再加速前景较为有限,其持续性依赖于资产丰厚家庭的支撑以及人工智能驱动的资本支出。对投资者而言,本轮周期的关键并非广泛性Beta收益:将半导体和人工智能基础设施作为长期增长动力来侧重。对宽基指数保持谨慎,科技七巨头的集中度掩盖了市场脆弱性。关注美元走势:其走向或将决定当前周期是延续...
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