Bank of America SELL

Global Economic Weekly SurvAIval of the fattest

Aug 14, 202625 pages页

From the report报告摘录US AI Capex Surge: Hyperscalers' capex to surge 91% this year (vs 73% in 2025), driving 0.6pp annualized GDP growth, manufacturing/employment gains, and reducing rate sensitivity—critical for tech/industrial equity…

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