法兴Kabra：买AI巨头还太早
2026-07-17 12:26:22
据彭博社报道，法国兴业银行的Manish Kabra表示，眼下买入美国大型AI支出企业的时机还太早。尽管投资者正抛售估值高企的芯片制造商并重新追捧这类股票，但他认为这种轮动难以持续。
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