Bernstein-人工智能数据中心投资…… 如何判断何时投资过度？
-·2025-02-12 01:14
10 February 2025 U.S. Machinery Electrical Infrastructure: AI Data Center Investment.... How Can You Tell When Enough is Enough? Chad Dillard +1 212 969 1017 chad.dillard@bernsteinsg.com Miguel Marques, CFA +1 212 823 3907 miguel.marques@bernsteinsg.com Alasdair Leslie +44 20 7762 4952 alasdair.leslie@bernsteinsg.com Luke Rochussen, CFA, CA +44 207 170 5110 luke.rochussen@bernsteinsg.com Specialist Sales Steve Song +1 212 969 1070 steve.song@bernsteinsg.com The DeepSeek news pulled forward the possibility o ...