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美银Hartnett：“AI颠覆交易”加速扩散，一旦有科技巨头削减开支，将引发美股“轮动海啸”_蜘蛛资讯网

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一步上修，“AI破坏交易”（AI disruption trade）正在以惊人的速度从科技板块向传统服务业扩散。　　而对于投资者而言，真正的变盘信号可能只取决于一个动作：科技巨头何时“认怂”削减开支。　　7400亿美元：从“印钞”变“碎钞”　　Hartnett本次报告中最具冲击力的增量信息在于对AI资本支出的重新定价。　　三天前市场还在消化6700亿美元的支出预期，而这次Hartnett指出，20

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