AI Investment to Drive Global Growth Through 2026, BofA Says
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最新报道：Bank of America's 2026 outlook forecasts strong global growth led by AI investment, with U.S. GDP projected at 2.4% and China's at 4.7%. The bank sees no imminent AI bubble, noting AI spending is boosting GDP and driving a shift toward capital expenditure. Bitcoin miners like IREN (up 337% YTD) are benefiting by leasing data center capacity to AI firms. However, BofA warns of potential volatility as the full economic impact of AI becomes clearer, risking a "K-shaped" recovery and a two-speed economy.
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