Rothschild & Co Redburn 半导体研究主管：AI 交易在利率上升下“异常坚韧”

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The Opening Trade • Oct 15th, 2026

Semiconductor Research Head: AI Trade 'Remarkably Resilient' Despite Rising Rates

Technology Hardware and Semiconductor Research Head at Rothschild & Co Redburn Timm Schulze-Melander joins Bloomberg's Anna Edwards and Guy Johnson. "We are in the middle of a very powerful platform change and so far it has actually proven very resilient to rising rates, to supply-demand constraints, etc. It's been remarkably resilient," he says on "The Opening Trade."

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