杰富瑞全球股票策略主管Christopher Wood在一份研究报告中表示，韩国近期的股市回调是“自然且健康的”。Wood指出，在AI疲劳情绪下，投资者开始寻找尚未参与AI交易的更便宜的价值股。但随着AI资本支出竞赛继续，“卖铲子”交易依然有后劲。Wood表示，上游供应商仍将是最大受益者。该分析师补充说，超大规模云服务提供商即将发布的业绩公告将为AI题材提供下一次压力测试。他表示，关键问题在于，预计的数据中心热潮是否会转化为实际建设的项目。
杰富瑞全球股票策略主管Christopher Wood在一份研究报告中表示，韩国近期的股市回调是“自然且健康的”。Wood指出，在AI疲劳情绪下，投资者开始寻找尚未参与AI交易的更便宜的价值股。但随着AI资本支出竞赛继续，“卖铲子”交易依然有后劲。Wood表示，上游供应商仍将是最大受益者。该分析师补充说，超大规模云服务提供商即将发布的业绩公告将为AI题材提供下一次压力测试。他表示，关键问题在于，预计的数据中心热潮是否会转化为实际建设的项目。
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