地缘重塑与人口变局倒逼市场洗牌，除美股和AI，德银还看好国防军工板块

智通财经05-22

智通财经APP获悉，德银表示，随着地缘政治碎片化和人口结构转变正在重塑全球市场，美国股票市场、人工智能(AI)相关行业以及国防股在未来几年有望表现优异。在其最新的宏观趋势报告中，德银表示，随着人工智能应用的加速和生产力的提高，科技、媒体、电信和医疗保健等知识密集型行业将受益最大。该银行还指出，周期性消费行业也是潜在的优胜者。该行策略师们表示，美国及与美国结盟的股票市场可能会跑赢非结盟市场。他们给出...

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