Die Übersetzung ist noch nicht verfügbar. Der Originalartikel wird angezeigt.
Wells Fargo is no longer telling investors to stay away from the AI infrastructure trade. In a new note, analysts led by Ohsung Kwon raised the firm's view on US AI infrastructure to neutral from negative. The change follows a deep selloff. Semiconductor shares trade about 38% below their June highs, and the multiples investors pay for them have compressed. At current prices, the analysts said, valuations imply earnings growth of only about 8% a year. A compressed multiple means investors now pay less for each dollar of expected profit. That can happen even while earnings keep rising, which is why a stock can fall while its business improves.
Wir zeigen den wichtigsten Punkt oeffentlich. Erstellen Sie ein kostenloses Konto, um den vollstaendigen Artikel zu lesen, ihn zu speichern, zu diskutieren und mit Markt- und OSINT-Kontext zu verbinden.