摩根资管 Gabriela Santos：AI 支出是繁荣还是断裂点？
摩根资产管理董事总经理、美洲首席市场策略师 Gabriela Santos 谈 AI 资本开支的"二阶导问题"、质量因子回归，以及为何这是 20 年来对固收回报最乐观的时刻。
Bloomberg Television ·
Topic：AI capital expenditure
Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.