德银调查机构客户“2026年最大风险”:超半数选择了“科技泡沫破裂”,“美联储新主席大幅降息”排第二

华尔街见闻
Dec 19

在华尔街机构投资者眼中,2026年最大的市场威胁已经明确锁定:人工智能驱动的科技股泡沫破裂。 德意志银行最新客户调查显示,57%的受访者将科技泡沫破裂列为三大风险之首,创下单一风险选择比例的历史新高。 排名第二的风险同样引人关注——新任美联储主席推动激进降息政策并引发市场动荡。这一担忧反映出投资者对货币政策不确定性的深度焦虑。私募资本危机位列第三大风险。 德银分析师Jim Reid在报告中指出,...

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