翻译尚未完成，当前显示原文。
Investing.com -- Investors should spread their artificial intelligence exposure beyond a handful of technology giants as mounting capital expenditure raises questions about returns, according to UBS strategist Matthew Carter, who remains positive on AI's contribution to global equities in 2027. Still guessing which stocks will beat the market? Our AI portfolio updates monthly and is outperforming the S&P 500 by 118%. See this month's list » The latest technology selloff reflects growing scrutiny of how companies fund AI infrastructure and whether investment translates into revenue, profits and cash flow. Some technology groups reported negative quarterly free cash flow, and indebted computing providers faced pressure over financing risks.
我们公开展示核心要点。创建免费账户后可继续阅读全文、保存、讨论，并结合市场和 OSINT 背景分析。