在AI竞赛中,投资者面临着赢家和输家不确定的局面。美银认为,与其押注单一股票,不如利用纳斯达克100指数(NDX)机制本身的动量友好特性和即将到来的规则变革。3月11日,据追风交易台消息,美银在最新发布研报中称,在AI赢家/输家高度不确定的当下,被动投资纳斯达克100指数(NDX)的"幸存者偏差"机制本身就是一张王牌——自ChatGPT发布以来,NDX已比同期静态成分股篮子每年多跑约6%,是...
Source Link在AI竞赛中,投资者面临着赢家和输家不确定的局面。美银认为,与其押注单一股票,不如利用纳斯达克100指数(NDX)机制本身的动量友好特性和即将到来的规则变革。3月11日,据追风交易台消息,美银在最新发布研报中称,在AI赢家/输家高度不确定的当下,被动投资纳斯达克100指数(NDX)的"幸存者偏差"机制本身就是一张王牌——自ChatGPT发布以来,NDX已比同期静态成分股篮子每年多跑约6%,是...
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