智通财经APP获悉,前摩根大通全球研究首席策略师兼联席主管马尔科·科拉诺维奇周四表示,人工智能交易正在上演戏剧性反转——若某家科技巨头收紧AI基础设施支出,转守利润与现金流,市场反而有望迎来反弹。今年科技股主导的抛售潮中,软件板块首当其冲。市场既在定价AI颠覆性冲击带来的不安,又日益担忧超大规模厂商资本开支持续攀升,或已触及不可持续水平。与此同时,资金向价值股的显著轮动,正成为2026年市场主线...
Source Link智通财经APP获悉,前摩根大通全球研究首席策略师兼联席主管马尔科·科拉诺维奇周四表示,人工智能交易正在上演戏剧性反转——若某家科技巨头收紧AI基础设施支出,转守利润与现金流,市场反而有望迎来反弹。今年科技股主导的抛售潮中,软件板块首当其冲。市场既在定价AI颠覆性冲击带来的不安,又日益担忧超大规模厂商资本开支持续攀升,或已触及不可持续水平。与此同时,资金向价值股的显著轮动,正成为2026年市场主线...
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