자본시장 · 리포트
A Jefferies strategist says the midterm elections gave hyperscalers the excuse they needed to cut back on spending.
If hyperscalers trim capex after the midterms, demand expectations for GPUs and data-center capacity would be revised down, hitting AI infrastructure suppliers.
통신사Slicast · 2026년 11월 13일 13:43 UTC · 미국 · 출처: MarketWatch
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