Jefferies 深度研报：AI 投资的风险与机会

今天和大家分享的是 Jefferies（杰富瑞）在 2025 年 10 月 6 日发布的最新季度报告，标题是：《Asia Maxima：AI risk and opportunity》。研报原文共111页。这是一份覆盖整个亚洲资产配置的季度宏观研报，其中专门讨论了一个核心主题：——AI 的机会与风险。研报提供了2025年第四季度的全球及亚洲市场概览，重点讨论了人工智能（AI）资本支出竞赛带来的风险与机遇。本期内容：主播左兜儿幕后制作右兜如需获得更多及时研报、英文原文，模型技术研报，模型交易日志，欢迎加入我的知识星球圈子，《左兜进右兜/美股策略》在小宇宙查看该单集文稿

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Jefferies 深度研报：AI 投资的风险与机会

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