2026年7月17日 6:05 ET 发布 · 更新于 4 个月前 · 1 个来源
SocGen’s Kabra Says Too Early to Buy Shares of Big AI Spenders
bloomberg
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原始报道
The biggest US spenders on artificial intelligence are gaining popularity again as investors dump expensive chipmakers. For Societe Generale SA’s Manish Kabra, that rotation is unlikely to last.
原文