منبع: CNBC International TV خبرگزاری
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We prefer North Asia for AI hardware theme, China is a stock picker's market: Eastspring Investments

We prefer North Asia for AI hardware theme, China is a stock picker's market: Eastspring Investments

Eastspring Investments' Nupur Gupta says that despite concerns over the AI narrative and high capital expenditure, the AI industry has shown high Q2 operating margins in the cloud business and strong earnings in the U.S.
منبع: CNBC International TV
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