摩根大通：新兴市场为投资者提供了投资 AI 的更低成本途径
深潮 TechFlow 消息，5 月 11 日，据摩根大通预测，美国大型科技企业将在 2026 年投入高达 7000 亿美元的资金用于资本支出，其中大部分将用于人工智能基础设施建设。像英伟达这样的公司，其 90%的硬件都依赖于亚洲供应商。而近期对今年和明年这一人工智能资本支出的预估一直在上升，这一趋势有利于亚洲在该支出中的衍生产品。
美国大型科技企业在人工智能硬件方面的资本支出主要惠及了亚洲的科技企业，而对美国的 GDP 的影响则相对较小。摩根大通强调，新兴市场的盈利增长不仅更具吸引力，而且其增长的估值也更为合理。该资产类别的市盈率在绝对值上较低，且与发达市场相比，“更是处于历史低位”。此外，投资者的持仓量仍然较低，资金流入也在加速。(金十)
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
Related Flash News
ChainCatcher•4h agoThe U.S. semiconductor sector rose across the board, with Micron Technology and onsemi rising nearly 5%
Odaily•5h agoAethir Claw launches MaaS layer: Claude, GPT, and Gemini are connected in one place, without the need for a third-party account
ChainCatcher•5h agoChangpeng Zhao: Rather than AI itself, it is more inclined to invest in AI "shovels"
Odaily•5h agoCZ: Rather than AI itself, we are more inclined to invest in AI computing infrastructure
TechFlow•12h agoU.S. stocks opened mixed, and crypto stocks were mixed
ChainCatcher•16h agoNvidia CEO Jensen Huang will accompany Trump on his visit to China
Odaily•16h agoSource: Huang Renxun appeared on Air Force One to board the plane to China
TechFlow•16h agoAI giants lobbied Washington with unprecedented efforts, and OpenAI opened its first policy office
Odaily•1d agoThe U.S. chip and semiconductor sector fell collectively, with the Nasdaq Composite Index pulling back below 26,000 points
Odaily•1d agoNvidia's stock price continued to hit a record high