EPISODE · Nov 5, 2025 · 6 MIN
UBS研报：AI 泡沫，正在“理性”地膨胀
from 左兜进右兜
UBS在最新的全球股票策略报告里提出了一个直白的问题： “我们现在，真的在泡沫里吗？”UBS《Global Equity Strategy: How much of a bubble are we in?》他们的结论有点令人不安——如果美联储按UBS预期降息，我们已经满足了形成泡沫的全部七个条件。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，欢迎加入我的星球研报圈子《左兜进右兜/美股研报》量化模型交易信号，模型交易实时日志，欢迎加入的的Discord社区，微信咨询：Right_pocket090在小宇宙查看该单集文稿
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UBS研报：AI 泡沫，正在“理性”地膨胀
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