Principal Asset Management的首席全球策略师Seema Shah表示，人工智能资本支出周期正在成熟，焦点转向基本面和债务管理。
Principal Asset Management's Chief Global Strategist, Seema Shah says that AI capex cycle is maturing, putting focus on fundamentals and debt management.
她指出，尽管利率环境充满挑战，市场仍预期第三季度盈利增长非常强劲，对明年的预测为15%。
She says that markets are expecting very strong Q3 earnings growth with forecasts for next year at 15%, despite challenging interest-rate environment.