美国股票策略_人工智能仍居首位，资本支出问题成 “泡沫” 隐忧-US Equity Strategy_ The Theme-ometer_ AI remains on top as capex questions ‘bubble‘
2025-09-15 13:17
ab 11 September 2025 Global Research US Equity Strategy The Theme-ometer: AI remains on top as capex questions 'bubble' Equity Strategy Americas Sean Simonds Strategist sean.simonds@ubs.com +1-212-713 2851 Gerry Fowler Strategist gerry.fowler@ubs.com +44-20-7567 5490 Maxwell Grinacoff, CFA Strategist maxwell.grinacoff@ubs.com +1-212-713 3892 A market of themes We leverage our REVS framework on a suite of thematic equity stock lists to objectively assess which themes should be more or less favored. REVS is o ...