投资者对AI“过度投资”及其负面外部性的担忧加剧,导致SaaS及私募信贷相关股票承压。与此同时,美国年收入10万美元以上的富裕阶层消费者信心显著恶化,警示经济下行风险。叠加1月CPI数据意外疲软,资金正从风险资产撤出并涌入美债市场,推动今年以来收益率走低。随着AI投资回报的叙事出现裂痕,投资者开始选择撤退,转向拥抱美债。据追风交易台消息,摩根士丹利美国利率策略团队2月13日发布研报显示,市场风向标...
Source Link投资者对AI“过度投资”及其负面外部性的担忧加剧,导致SaaS及私募信贷相关股票承压。与此同时,美国年收入10万美元以上的富裕阶层消费者信心显著恶化,警示经济下行风险。叠加1月CPI数据意外疲软,资金正从风险资产撤出并涌入美债市场,推动今年以来收益率走低。随着AI投资回报的叙事出现裂痕,投资者开始选择撤退,转向拥抱美债。据追风交易台消息,摩根士丹利美国利率策略团队2月13日发布研报显示,市场风向标...
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