瑞银环球财富管理策略师将标普500信息技术板块评级从具有吸引力下调至中性，理由是业内超大规模企业资本支出增速可能放缓。

　　Mark Haefele领导的团队指出，增速的放缓可能对“使能层”部分企业构成利空。

　　他们仍预期较长期来看，资本支出将保持较高水平。

　　他们指出，鉴于竞争加剧的风险，软件行业可能持续面临不确定性。

　　他们同时提及科技硬件估值已偏高。

　　不过，他们仍认为人工智能具有吸引力，认为“人工智能机遇不仅限于这一板块”。

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责任编辑：李肇孚

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