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Itt vagyunk: Főoldal > Gazdaság > portfolio.hu > Optimistább lett az AI-részvényekre a Wells Fargo
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Optimistább lett az AI-részvényekre a Wells Fargo
A korábbi negatívról semlegesre javította a mesterségesintelligencia-infrastruktúrát építő amerikai vállalatok megítélését a Wells Fargo. A nagybank szerint a félvezetőgyártók részvényeinek meredek zuhanása után sokat javult a szektor kockázat-hozam aránya, még akkor is, ha a technológiai beruházások lassulása miatti piaci aggodalmak továbbra sem múltak el.
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