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Bank of America Survey Shows AI Bubble as Top Tail Risk, Record Concern Over Overheated Capital Expenditure
10 hour ago /
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Author：小编
The latest Bank of America Fund Manager Survey reveals that a record number of investors believe corporate spending is too high, with approximately 35% warning of overinvestment by companies—the highest proportion in the past two decades. Despite investor bullishness reaching its highest point since June 2021, they are reducing their investments in tech stocks. Capital expenditure is expected to hit a record high this year, with the combined spending of the four largest U.S. tech companies projected to reach approximately $650 billion by 2026.
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