Hyperscaler valuations look attractive after the recent AI unwind as the market prices in a shorter AI cycle than is likely to play out, according to Gerry Fowler, chief European equity strategist and head of derivatives at UBS AG.
Chung toi hien cong khai y chinh. Tao tai khoan mien phi de doc toan bo bai viet, luu, thao luan va ket noi voi boi canh thi truong va OSINT.