大摩上调美国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% due to stronger capital expenditure assumptions [1] - The increase in business investment is linked to the growth in spending by large cloud computing companies, indicating more stability [1] - The biggest risk to the U.S. economy is now identified as the AI bubble risk rather than trade protectionism [1]