日本央行季度短观调查显示了一幅建设性的图景。在行业巨头博通的销售前景未能达到(过高的)预期后,人工智能估值压力在本季度第二次出现。上周早些时候,甲骨文因延迟完成数据中心而受到惩罚。
BoJ's Quarterly Tankan Survey Shows a Constructive Picture.AI valuation stress kicks in for the second time this quarter after industry giant Broadcom's sales outlook failed to live up to (outsized) expectations. Earlier last week, Oracle got punished for delay in completing data centers.