近日,摩根资产管理资深环球市场策略师朱超平在“2026年四季度环球市场纵览暨主动ETF研讨会”上指出,当前从全球来看,制造业与服务业PMI总体处于扩张区间,服务业强于制造业,区域分化延续;美国通胀逐步回落,美联储后续利率路径仍是影响全球资产定价的关键变量。此外,全球 AI 资本开支前景受到投资者关注,但不同行业的商业化应用渗透并不均衡,不能简单跟随概念炒作,需要甄别企业投资真实落地情况与利润兑现...
Source Link近日,摩根资产管理资深环球市场策略师朱超平在“2026年四季度环球市场纵览暨主动ETF研讨会”上指出,当前从全球来看,制造业与服务业PMI总体处于扩张区间,服务业强于制造业,区域分化延续;美国通胀逐步回落,美联储后续利率路径仍是影响全球资产定价的关键变量。此外,全球 AI 资本开支前景受到投资者关注,但不同行业的商业化应用渗透并不均衡,不能简单跟随概念炒作,需要甄别企业投资真实落地情况与利润兑现...
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