摩根大通资管:科技交易风险在集中度
2026-06-17 03:05:49
摩根大通资产管理的Aisa Ogoshi表示,市场集中度使“科技交易”的风险明显上升。据 Bloomberg 报道,她称从AI数据中心供应链看,科技交易仍有更大上行空间,并谈及日本央行前景。
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