자본시장 · 리포트
Nasdaq's 5.3% October drop was driven by AI capex fears, though the piece notes a history of 24% rebound years.
Investor concern over hyperscaler capex is pressuring AI infrastructure valuations, making capex guidance the key variable for neocloud and data-center stocks.
업계 전문지Slicast · 2026년 11월 1일 10:27 UTC · 미국 · 출처: BigGo Finance
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