UBS：市场转向避险，反映“蓝色浪潮”几率上升或令 AI 数据中心投资承压
"Markets are risk off and responding to the rising odds of a Blue wave, the implication being that there could be more friction around AI/data center ...
AI 导读
UBS 表示，市场正转为避险（risk off），原因是对“蓝色浪潮”胜出几率的上升作出反应。其含义是 AI 数据中心投资可能面临更多阻力，同时债务上限和财政政策上可能出现更多僵局与博弈。
来源：@zerohedge · x.com