更多一手调研纪要和海外投行研报数据,点击上面图片小程序摘要美国市场近期波动源于政府停摆、关税合法性质疑及AI投资泡沫担忧,而中国市场相对稳定,但美国最高法院对关税的质询实际影响有限,企业应关注现有关税政策下的供应链调整。AI投资虽热,但企业应用仍处试点阶段,全面采用预计在2026年。AI技术进步需算力提升,净收益率或使标普500公司利润提升20%,但硬件折旧问题需关注。AI将影响约90%的岗位,...
Source Link更多一手调研纪要和海外投行研报数据,点击上面图片小程序摘要美国市场近期波动源于政府停摆、关税合法性质疑及AI投资泡沫担忧,而中国市场相对稳定,但美国最高法院对关税的质询实际影响有限,企业应关注现有关税政策下的供应链调整。AI投资虽热,但企业应用仍处试点阶段,全面采用预计在2026年。AI技术进步需算力提升,净收益率或使标普500公司利润提升20%,但硬件折旧问题需关注。AI将影响约90%的岗位,...
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