金融时报·2026-10-07 04:00· 13 天前AI 评分12There is only one tradeThere is only one tradeAI 导读Has every market become a bet on the AI boom?来源：金融时报 · ft.com生成式AI及基础设施美股/全球宏观/数据#宏观/数据#生成式AI及基础设施#美股/全球查看事件全部后续