摩根大通：人工智能芯片股涨势或难持续

Odaily Planet Daily News JPMorgan Chase stated that AI chip stocks may find it difficult to sustain their outperformance over hyperscale cloud service providers in the long term. JPMorgan expects that either the increasing monetization of AI will help cloud service providers catch up, or the massive spending in the AI field could eventually curb capital expenditures by hyperscale cloud service providers, thereby weakening chip demand.

Although JPMorgan leans toward a more optimistic outlook, the potential slowdown in capital expenditure remains a major risk for semiconductor stocks.