AI成本压低美国AI溢价，油价风险再起
2026-07-20 08:31:12
低成本AI模型正在压缩美国AI溢价，油价风险则让债券收益率和增长担忧重新抬头。股市周期仍未尽，但更强企业开支、信用供给和政策不确定性使路径更依赖波动与可选性。
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