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AI Capital expenditure

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MarketOpinion10/18, 18:58

CITIC Securities research report says long-end U.S. Treasury pricing is focused on growth and AI the cycle

PANews, citing a CITIC Securities research report, said that after U.S.September CPI、PPI exceeded expectations, long-end U.S. Treasury yield reactions rapidly weakened. The report believes that the focus of long-end pricing is shifting toward growth and AI capital expenditure cycle risks.

MarketNews09/26, 11:41

Goldman Sachs says AI capital expenditure may exceed 2027 consensus expectations, and the market will scrutinize monetization efficiency

Citing Goldman Sachs analysis, BlockBeats said that hyperscale cloud providers’AI capital expenditure is not yet near an inflection point of contraction, and actual investment in 2027 may exceed market expectations. The report believes the market will focus more on whether AI investment can be converted into cloud revenue and profit.

# Industry Insights # AI Capital expenditure # Cloud computing # Monetization efficiency # U.S. technology stocks

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