It's not the AI bubble bursting, but escaping the crowd! Wall Street strategy shifts from "AI Computing Beta" to "Cash Flow Alpha"
The strategy direction of top Wall Street strategist teams such as Citigroup and Morgan Stanley has shifted comprehensively from "AI computing power beta" (AI compute β) to high-quality, low-volatility, strong cash flow, and strong fundamental cyclical sectors and defensive stocks that have significantly underperformed technology stocks this year.
智通财经•2026-07-17 11:36