全球股票衍生品策略-2026 前瞻：泡沫时代-Year Ahead 2026_ The Bubble era

Accessible version Global Equity Derivatives & Strategy Year Ahead 2026: The Bubble era AI already big bubble or nothing to see here? Both unlikely Some say clear bubble, others say nonsense. As we noted in Jun 2024 (see Vol suggests AI isn't a bubble…yet), a bubble may be hard to avoid as big tech leaps since 19th century led to big bubbles—and AI is government backed. Biggest IPO gains since 90s, record dip-buying, fear & vol show bubble's progression. Promise of a magical future just out of reach may ush ...