美股AI泡沫论持续发酵,瑞银发声:“对冲利器”在中国!

金十数据
Nov 19, 2025

AI播客:换个方式听新闻下载mp3音频由扣子空间生成人工智能(AI)股票在标普500指数和纳斯达克指数等被动指数中占主导地位。对于正在寻找投资组合多元化的投资者,瑞银全球财富管理美洲区资产配置主管杰森·德拉霍(Jason Draho)的建议是:或许可以考虑更多AI股票。不过,这里说的是中国AI股票。管理着6.6万亿美元资产的德拉霍表示,中国科技板块为平衡美国科技股持仓提供了颇具吸引力的选择——当前...

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