摩根资产管理：超大规模云服务商支出将持续提振亚洲科技硬件。
Hyperscaler spending to keep lifting Asia tech hardware: J.P.
摩根资产管理亚太区股票投资专家亚历山大·特雷维斯（Alexander Treves）表示，尽管美国收益率高企，但投资者对亚洲股票的兴趣依然浓厚，原因在于其估值较低以及亚洲在人工智能技术供应链中的核心地位。
Morgan Asset Management Alexander Treves, APAC Equities Investment Specialist at J.P. Morgan Asset Management, says investors remain interested in Asian equities despite elevated U.S. yields, citing cheaper valuations and Asia's central role in the AI tech supply chain.
他还补充道，流入亚洲收益类产品的资金流也取得了成功。
He adds that flows into Asian income products have also been a success story.