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瑞銀財富管理：兩周前已減持全球AI晶片及硬件股 增持數據中心電網支付系統股

Future Wealths
Future Wealths
7 7 月, 2026
One Min Read
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在今日舉辦的「2026瑞銀年中展望」媒體圓桌會議上，本報記者向瑞銀團隊問及：「上周中有報道指Meta（美：META）擬出售人工智能（AI）算力後，美國以至全球晶片及硬件股股價至今顯著調整，投資者目前應該如何部署？」

原文: https://finance.mingpao.com/fin/instantf/20260707/1783425097959/%E7%91%9E%E9%8A%80%E8%B2%A1%E5%AF%8C%E7%AE%A1%E7%90%86-%E5%85%A9%E5%91%A8%E5%89%8D%E5%B7%B2%E6%B8%9B%E6%8C%81%E5%85%A8%E7%90%83ai%E6%99%B6%E7%89%87%E5%8F%8A%E7%A1%AC%E4%BB%B6%E8%82%A1-%E5%A2%9E%E6%8C%81%E6%95%B8%E6%93%9A%E4%B8%AD%E5%BF%83%E9%9B%BB%E7%B6%B2%E6%94%AF%E4%BB%98%E7%B3%BB%E7%B5%B1%E8%82%A1%22%20target=%22blank

Last Update: 7 7 月, 2026

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