美银调查：AI泡沫成首要尾部风险，资本支出过热担忧创纪录

Core Viewpoint - A record number of investors believe corporate spending is excessive, with 35% warning of over-investment, the highest level in two decades [1] Group 1: Investor Sentiment - Investor bullish sentiment has reached its highest level since June 2021 [1] - Despite the optimism, a significant portion of investors are concerned about over-investment in corporations [1] Group 2: Capital Expenditure - Capital expenditures are expected to reach record levels this year, with the four major U.S. tech companies projected to spend approximately $650 billion by 2026 [1]