摩根大通：人工智能芯片股涨势或难持续

Odaily: JPMorgan stated that AI chip stocks may find it difficult to consistently outperform hyperscale cloud service providers. The bank anticipates that either improved AI monetization will help cloud service providers catch up, or the massive spending in the AI sector could eventually curb hyperscalers' capital expenditure, thereby weakening chip demand.

While JPMorgan leans toward the more optimistic scenario, expectations of a slowdown in capital expenditure remain a key risk for semiconductor stocks.