大摩上调2026年美国GDP增长预期至2.6%

Group 1 - Morgan Stanley raised its forecast for U.S. economic growth in 2026 to 2.6%, attributing this to stronger capital expenditure assumptions [1] - The firm noted that business investments related to spending growth from large cloud computing companies are more stable [1] - However, Morgan Stanley warned that the biggest risk to the U.S. economy is no longer trade protectionism, but rather the risk of an AI bubble [1]