【富国银行加入摩根大通行列 对美股后市表现持谨慎看法】富国银行成为本周第二家对美股转趋谨慎的银行。随着市场进入历史上表现最差的月份之一,加之中期选举给人工智能交易增添不确定性,富国对9月美股前景发出警告。由首席股票策略师Ohsung Kwon领衔的富国银行分析师团队表示,投资者越来越担心AI投资热潮能否持续,进入9月后市场将呈现“普遍谨慎”的情绪。团队预计,围绕AI基础设施建设资本开支的担忧将达到高点。不过,他们指出,经历8月中旬抛售后,情绪指标仍是正面多于负面。
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