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市场前行道路变窄，容错空间缩小

隐藏的集中度风险在于，一个庞大的生态系统依赖于少数几位首席执行官的支出决策。

    • 包括Meta在内的五家美国超大规模云服务商，预计在2027年将支出约1万亿至1.2万亿美元。
    • 包括Meta在内的五家美国超大规模云服务商，预计在2027年将支出约1万亿至1.2万亿美元。 照片：路透社

    Kelly Chia

    Published Tue, Oct 27, 2026 · 03:00 PM

    本文由 AI 翻译，关键事实请以原文为准。

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    连续四年双位数的股票回报率能对投资者产生奇特的影响。风险开始变得理论化；每一次回调都成为买入良机；而Nvidia20%的回报率在某种程度上竟显得令人失望。

    而这通常正是需要变得稍微谨慎一些的时候。

    在对股票持超配立场整整一年后，我们最近在美国联邦储备局（简称美联储）加息后的第二天，将立场调整为中性。

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