瑞银股票策略师：美联储资产负债表扩张和稳定币积累使长端收益率处于可控范围

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Foresight News 消息，瑞银新兴市场股票首席策略师 Sunil Tirumalai 近日发布年度策略称，全球经济增长将从 2026 年初开始回升，发达市场财政扩张的全部益处可能会显现，美联储资产负债表扩张和稳定币的积累使长端收益率处于可控范围。由于开展巨额投资的企业资产负债表空间充足，科技 /AI 投资可能持续。

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