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嘉信：AI發展需實際盈利支持 看好大型科技股絕對表現

Future Wealths
Future Wealths
28 1 月, 2026
One Min Read
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嘉信理財預測2026年美國市場，認為人工智能（AI）發展需實質盈利支撐，而非僅靠估值擴張，另看好通訊事務、醫療保健和工業板塊，認為新興市場有望受惠於美元偏弱等因素，料聯儲局今年減息2至3次。

原文: https://finance.mingpao.com/fin/instantf/20260128/1769582922938/%e5%98%89%e4%bf%a1-ai%e7%99%bc%e5%b1%95%e9%9c%80%e5%af%a6%e9%9a%9b%e7%9b%88%e5%88%a9%e6%94%af%e6%8c%81-%e7%9c%8b%e5%a5%bd%e5%a4%a7%e5%9e%8b%e7%a7%91%e6%8a%80%e8%82%a1%e7%b5%95%e5%b0%8d%e8%a1%a8%e7%8f%be

Last Update: 28 1 月, 2026

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