The Zhitong Finance App learned that at a time when global technology stocks, especially in the AI computing power and semiconductor sector, have plummeted and fluctuated sharply, a recent research report released by Wall Street financial giant J.P. Morgan Chase shows that AI capital expenditure has been transformed into demand for chips, servers, and power equipment, but productivity dividends sufficient to drive the entire economy to continue to reduce costs and increase efficiency have not been realized simultaneously. The core content of this research report means that upstream core chip and key component suppliers around the world's burgeoning AI infrastructure process can continue to receive orders and profit growth, while a wide range of technology stocks, including new cloud forces and large-scale cloud computing platforms, are also under valuation pressure from higher interest rates and longer return fulfillment cycles.

The Zhitong Finance App learned that at a time when global technology stocks, especially in the AI computing power and semiconductor sector, have plummeted and fluctuated sharply, a recent research report released by Wall Street financial giant J.P. Morgan Chase shows that AI capital expenditure has been transformed into demand for chips, servers, and power equipment, but productivity dividends sufficient to drive the entire economy to continue to reduce costs and increase efficiency have not been realized simultaneously. The core content of this research report means that upstream core chip and key component suppliers around the world's burgeoning AI infrastructure process can continue to receive orders and profit growth, while a wide range of technology stocks, including new cloud forces and large-scale cloud computing platforms, are also under valuation pressure from higher interest rates and longer return fulfillment cycles.