EPISODE · Feb 11, 2026 · 3 MIN
瑞银下调美国科技股评级 警告三大风险不容忽视
from 科技热点新闻
1.瑞银将美国信息技术行业评级下调至“中性”，因超大规模企业支出飙升、软件行业不确定性增加、硬件行业估值过高； 2.瑞银预计美国超大规模企业资本支出今年可能达7000亿美元，但增长可能放缓，对依赖科技公司AI基建的上游公司不利。
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瑞银下调美国科技股评级 警告三大风险不容忽视
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