자본시장 · 리포트
Wells Fargo equity research lowers S&P 500 target to 7,700, citing concerns that AI capital spending returns will deteriorate sharply by 2028.
Major bank's structured skepticism on AI-capex ROI timeline signals institutional view that hyperscaler infrastructure buildout peaks before 2028; funding cycle may compress.
업계 전문지Slicast · 2026년 9월 24일 13:45 UTC · 미국 · 출처: 24/7 Wall St.
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