"Computing power anxiety" triggers global technology stock shocks: short-term disturbances will not change the long-term trend
Recently, affected by the news that Meta plans to sell idle AI computing power, the global market has begun to speculate on whether AI capital expenditures have entered an inflection point, and the technology sector that was strong in the early stage has simultaneously experienced a correction. In this regard, many public funds believe that short-term emotional disturbances will not change the long-term positive outlook of the industry, and the sustainability of the semiconductor market still relies on verification of financial reports and overseas capital expenditure data.
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