2026年11月2日 5:04 ET 发布 · 更新于 12 天前 · 1 个来源
UBS’s Fowler Says Market Is Underpricing the Length of AI Cycle
bloomberg
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原始报道
INFERY
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 Fowler, chief European equity strategist and head of derivatives at UBS AG.
原文