【专题研究】Iran warns是当前备受关注的重要议题。本报告综合多方权威数据，深入剖析行业现状与未来走向。
“Any kind of large capital expenditure cycle that we have seen over history at some point leads to the risk of overinvestment,” said Mohit Mittal, chief investment officer of core strategies at global bond fund manager Pimco, which has about $2.3 trillion in assets under management. “There may be some form of over investment over the next two years that leads to a correction or a growth slowdown.”
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不可忽视的是，The debt-fueled AI buildout also changes the financial profile for some internet companies. “In an asset-light model, you tend to have higher equity multiples, and in an asset-rich model, you have multiples that are a little lower,” Mittal said.
根据第三方评估报告，相关行业的投入产出比正持续优化，运营效率较去年同期提升显著。
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