摩根大通：人工智能芯片股涨势或难持续

Odaily reported that JPMorgan Chase indicated AI chip stocks may struggle to consistently outperform hyperscale cloud service providers. The bank predicts that either increased AI monetization will help cloud providers catch up, or massive spending on AI could eventually curb hyperscalers' capital expenditure, thereby weakening chip demand.

While JPMorgan leans toward a more optimistic outlook, the risk of slowing capital expenditure remains a key concern for semiconductor stocks.