高盛提示财富效应风险:AI 相关股票若受挫或成 2027 年消费逆风
🇺🇸 Wealth Effects Should AI-related stocks stumble, the wealth effect supporting consumption could become a headwind in 2027. Consumer sentiment...
AI 导读
高盛提示,AI 相关股票若表现不佳,目前支撑消费的财富效应可能在 2027 年转为逆风。消费者信心与股市表现密切相关。
来源:@ISABELNET_SA · x.com