。瑞联银行（UBP）亚洲股票研究主管基兰·考尔德讨论了信贷和债务市场风险上升、该公司为何减少对欧洲尤其是法国的敞口，以及为何美国和科技板块的盈利增长仍是其股票展望的核心。2026年10月8日星期四，美国东部时间凌晨3：56
UBP cuts Europe exposure, says earnings growth still favors U.S. tech Kieran Calder, UBP’s Head of Equity Research for Asia, discusses rising credit and debt-market risks, why the firm is reducing exposure to Europe, particularly France, and why earnings growth in the U.S. and technology remains central to its equity outlook. Thu, Oct 8 20263:56 AM EDT