Vanguard economic and market outlook for 2026: AI exuberance: Economic upside, stock market downside
Vanguard2025-12-1930 页
Half-Time Outlook 2026-27: AI holds the score, growth slows to +2.5%
Allianz Research2026-07-3130 页
Vanguard economic and market outlook for 2026: AI exuberance: Economic upside, stock market downside
Vanguard2025-12-2230 页
2026 Capital Markets Forecast
Wilmington Trust Investment Advisors, Inc.2026-02-2244 页
The AI Capex Acceleration: Reading the Signals from 4Q Earnings
Morgan Stanley2026-03-1828 页
互联网行业周报
国元证券经纪（香港）2026-03-2311 页
Global Technology 2026 Outlook – A Tale of Two Halves
Morgan Stanley2026-03-3045 页
AI Ecosystem: Charting Recent Trends
Morgan Stanley & Co. LLC2026-06-0931 页
新旧的拐点—2026 年中期经济与资产展望
国盛证券研究所2026-07-0357 页
2026 年中展望系列之二：AI 浪潮与地缘冲击下的机遇与挑战——2026 年宏观中期展望（RCEP 国家篇）
中国工商银行（亚洲）东南亚研究中心2026-07-1122 页
AI领航全球产业链重构：从技术颠覆到价值重估
中信证券财富管理（香港）2026-07-0787 页