摩根大通：AI主导市场期间欧洲股市或持续跑输全球

Odaily reported that Fabio Bassi, Head of Cross-Asset Strategy at JPMorgan, stated that European equities may continue to underperform relative to other major global markets as long as artificial intelligence remains the market's dominant theme. Bassi said: "If the AI theme remains dominant, I don't think Europe can close the gap with other markets." He noted that Europe faces structural headwinds such as higher policy rates, elevated energy prices, and low productivity. However, he believes that from a medium-term macroeconomic perspective, there are still supporting factors for the European market. Given Europe's large number of export-oriented companies, European equities will benefit from a resilient global economy. (Jinshi)