2026年9月9日 10:03 ET 发布 · 更新于 2 个月前 · 1 个来源
AI investment narrative shifted from semiconductors to broader AI beneficiaries
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原始报道
The AI investment narrative changed after Q2 earnings such that investors are paying for broader AI exposure rather than semiconductors, evidenced by semiconductor weight falling from 18.8% to 14.8% while token volumes grew 20x.
原文