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UBS瑞银26年度展望策略会PPT

  • 2026-04-01 22:55:42
UBS瑞银26年度展望策略会PPT

1月21日UBS的年度展望策略会，图片来源于@鸣珂planeur和@空白一片

1、美元预期贬值到6.8，年内预期2次降息；

2、看好铜和黄金，去年涨了60%，今年不会这么大，但依然有很好的收益；

3、AI看好agent爆点，看好电网等基础设施。

4、美国劳动力市场疲软，AI相关投资依然强劲

本文来自网友投稿或网络内容，如有侵犯您的权益请联系我们删除，联系邮箱：wyl860211@qq.com 。

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  1. CONNECT:[ UseTime:0.000440s ] mysql:host=127.0.0.1;port=3306;dbname=h_sjds;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000712s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.004105s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.001449s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000650s ]
  6. SELECT * FROM `set` [ RunTime:0.002297s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000740s ]
  8. SELECT * FROM `article` WHERE `id` = 463366 LIMIT 1 [ RunTime:0.028502s ]
  9. UPDATE `article` SET `lasttime` = 1775827369 WHERE `id` = 463366 [ RunTime:0.014194s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 64 LIMIT 1 [ RunTime:0.003067s ]
  11. SELECT * FROM `article` WHERE `id` < 463366 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.032777s ]
  12. SELECT * FROM `article` WHERE `id` > 463366 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.019623s ]
  13. SELECT * FROM `article` WHERE `id` < 463366 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.068388s ]
  14. SELECT * FROM `article` WHERE `id` < 463366 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.039096s ]
  15. SELECT * FROM `article` WHERE `id` < 463366 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.027437s ]
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