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# 摩根士丹利认为，此轮抛售的核心驱动力是对冲基金仓位调整蔓延至大盘指数，而非经济基本面恶化。
- URL: https://hyboox.com/mo-gen-shi-dan-li-ren-wei-ci-lun-pao-shou-de-he-xin-qu-dong-li-shi-dui-chong-ji-jin-cang-wei-diao-zheng-man-yan-zhi-da-pan-zhi-shu-er-fei-jing-ji-ji-ben-mian-e-hua/
- Published: 2026-11-07T06:48:20.000Z
- Updated: 2026-11-07T07:03:43.000Z
- Author: HB news
- Tags: 千里眼

AI相关资本开支增速预计将从2026年的约100%放缓至2027年的约60%，并进一步降至2028年的约14%

![](https://hyboox.com/content/images/2026/11/376073c4df375c247a31f111b90f4107800bc13921dbbd5c7ed7b4ecb5483065.jpg)