자본시장 · 리포트
Goldman Sachs analyst Snider forecasts AI will drive a strong US corporate earnings season across multiple sectors.
Broad-based AI capex across hyperscalers, vendors, and enterprises signals structural multi-sector demand beyond chip and data-center leaders.
업계 전문지Slicast · 2026년 10월 3일 16:05 UTC · 미국 · 출처: energynow.com
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