瑞银UBS：2026年全球经济展望报告-逃逸速度？（英文版）

AI-driven innovation has powered markets higher in 2025, with just the information technology sector alone now accounting for 28% of the MSCI AC World index. Powerful trends in capital expenditure and accelerating adoption are likely to drive further growth for AI-linked stocks.Additionally, the economic backdrop in 2026 should support equities more broadly, with growth accelerating in the second half of the year. In the US, growth is expected at 1.7%, backed by more favorable financial condi