자본시장 · 리포트
BlackRock and Deutsche Bank CEOs dismissed AI bubble concerns and said fiscal deficits pose a greater risk.
Senior financiers' public defense of AI capex lowers near-term funding-risk pressure on the sector, but their emphasis on fiscal deficits flags rate and cost-of-capital risk for data-center financing.
업계 전문지Slicast · 2026년 10월 21일 13:33 UTC · 미국 · 출처: KuCoin
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