全球主题：估值因素拖累 AI 主题排名，但吸引力仍存-Global Theme Machine Valuation weighs on AI theme rankings but theyre still attractive

07 Jan 2026 13:39:40 ET │ 23 pages E s s e n t i a l s | Global Theme Machine Valuation weighs on AI theme rankings but they're still attractive CITI'S TAKE Using the Citi Global Theme Machine, we analyse the dynamic attractiveness of 93 global themes mapped across nearly 5,000 listed companies by 200+ Citi Fundamental Analysts. As we do each year, we will be starting our annual theme review and stock remapping in order to update the model – publication is likely to be in February 2026. This is the current ...