杰富瑞称美国AI资本开支周期或接近拐点
杰富瑞策略师Christopher Wood称，AI相关资本开支对美国GDP增长贡献显著，并警告信用、半导体股及云服务商现金流信号显示该周期或接近拐点。
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杰富瑞策略师Christopher Wood称，AI相关资本开支对美国GDP增长贡献显著，并警告信用、半导体股及云服务商现金流信号显示该周期或接近拐点。
Cathie Wood stated that the 10-year U.S. Treasury yield is at the median level in U.S. history, and said that the annual decline in AI inference costs reached 99.99%。