随着市场波动性回归,关于本轮牛市可能因何终结的讨论日益增多。10月22日,摩根大通一份与客户的交流纪要显示,其交易员们已开始密切关注可能颠覆当前牛市的三大潜在风险:人工智能领域的巨额投资、消费信贷的健康状况以及企业部门的承压迹象。该行内部的讨论显示,交易团队正重点评估AI资本支出的可持续性、汽车贷款违约率上升等消费端信号,以及部分银行出现信贷资产减记等企业层面的问题。这些主题已成为其与客户沟通的...
Source Link随着市场波动性回归,关于本轮牛市可能因何终结的讨论日益增多。10月22日,摩根大通一份与客户的交流纪要显示,其交易员们已开始密切关注可能颠覆当前牛市的三大潜在风险:人工智能领域的巨额投资、消费信贷的健康状况以及企业部门的承压迹象。该行内部的讨论显示,交易团队正重点评估AI资本支出的可持续性、汽车贷款违约率上升等消费端信号,以及部分银行出现信贷资产减记等企业层面的问题。这些主题已成为其与客户沟通的...
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