长期策略师：人工智能、长期宏观与市场-The Long-Term Strategist_ AI, long-term macro and markets

J P M O R G A N Global Markets Strategy 18 July 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. The Long-Term Strategist AI, long-term macro and markets Long-term Strategy Alexander Wise AC (1-212) 622-6205 alexander.c.wise@jpmchase.com J.P. Morgan Secu ...