---
title: "Zurich Insurance Co.首席策略师 Guy Miller：人工智能重新成为全球市场核心驱动力。持续加速的投资使 AI 主题保持热度，这引发了一个疑问：过度投资与资本错配是否已进入最后阶"
description: "Zurich Insurance Co.首席策略师 Guy Miller：人工智能重新成为全球市场核心驱动力。持续加速的投资使 AI 主题保持热度，这引发了一个疑问：过度投资与资本错配是否已进入最后阶段？从投资者视角看，这些迹象恰恰表明市场还有进一步的上行空间。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/258718132.md"
published_at: "2025-09-24T13:12:17.000Z"
---

# Zurich Insurance Co.首席策略师 Guy Miller：人工智能重新成为全球市场核心驱动力。持续加速的投资使 AI 主题保持热度，这引发了一个疑问：过度投资与资本错配是否已进入最后阶

> Zurich Insurance Co.首席策略师 Guy Miller：人工智能重新成为全球市场核心驱动力。持续加速的投资使 AI 主题保持热度，这引发了一个疑问：过度投资与资本错配是否已进入最后阶段？从投资者视角看，这些迹象恰恰表明市场还有进一步的上行空间。

Zurich Insurance Co.首席策略师 Guy Miller：人工智能重新成为全球市场核心驱动力。持续加速的投资使 AI 主题保持热度，这引发了一个疑问：过度投资与资本错配是否已进入最后阶段？从投资者视角看，这些迹象恰恰表明市场还有进一步的上行空间。

### Related Stocks

- [ZURVY.US - 苏黎世保险(ADR)](https://longbridge.com/zh-CN/quote/ZURVY.US.md)

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> **免责声明**：本文内容仅供参考，不构成任何投资建议。