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市场狂欢何时结束？摩根大通交易员：密切关注这三大风险_蜘蛛资讯网

目击者回应印度踩踏事件36死

目前仍属“尾部风险”，消费与企业信贷波动更多是向疫情前水平的“正常化回归”，系统性风险尚未显现。随着市场波动性回归，关于美股本轮牛市可能因何终结的讨论日益增多。10月22日，摩根大通一份与客户的交流纪要显示，其交易员们已开始密切关注可能颠覆当前牛市的三大潜在风险：人工智能领域的巨额投资、消费信贷的健康状况以及企业部门的承压迹象。该行内部的讨论显示，交易团队正重点评估AI资本支出的可持续性、汽车贷款

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