2026年11月4日星期三
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Democrats retake control of the US Congress in a heavy blow to Trump— MercoPress 南锥体通讯Nidec's rise and fall fuels calls for sweeping overhaul of Japanese company— 日经 Nikkei AsiaAPEC host China to keep cars off street, close schools during Shenzhen summit— 日经 Nikkei AsiaJapan regional banks form united front on cybersecurity— 日经 Nikkei AsiaThe best is yet to come: Asia's chance to reimagine AI— 日经 Nikkei AsiaUS tech giants' hidden AI debt swells 90% to $3.2tn in 6 months— 日经 Nikkei AsiaFukushima tries to reinvent itself as hub for drones, robots and rockets— 日经 Nikkei AsiaJapan's Yamato targets 'leaner' delivery service in push for profit: president— 日经 Nikkei AsiaDemocrats retake control of the US Congress in a heavy blow to Trump— MercoPress 南锥体通讯Nidec's rise and fall fuels calls for sweeping overhaul of Japanese company— 日经 Nikkei AsiaAPEC host China to keep cars off street, close schools during Shenzhen summit— 日经 Nikkei AsiaJapan regional banks form united front on cybersecurity— 日经 Nikkei AsiaThe best is yet to come: Asia's chance to reimagine AI— 日经 Nikkei AsiaUS tech giants' hidden AI debt swells 90% to $3.2tn in 6 months— 日经 Nikkei AsiaFukushima tries to reinvent itself as hub for drones, robots and rockets— 日经 Nikkei AsiaJapan's Yamato targets 'leaner' delivery service in push for profit: president— 日经 Nikkei Asia

UBS’s Fowler Says Market Is Underpricing the Length of AI Cycle

Sumber Bloomberg 财经1 hari lalu
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Hyperscaler valuations look attractive after the recent AI unwind as the market prices in a shorter AI cycle than is likely to play out, according to Gerry Fow…

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UBS’s Fowler Says Market Is Underpricing the Length of AI Cycle · Rekod Semesta