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Bloomberg：Technology·· 2 小时前AI 评分22

Principal 首席全球策略师 Shah 谈 AI 资本开支周期与市场

Principal's Shah on AI Capex Cycle, Markets

AI 导读

Principal Global Investors 首席全球策略师 Seema Shah 在新加坡 Milken Institute 亚洲峰会期间，与 Avril Hong 讨论 AI 资本开支周期及其对投资者情绪的影响。

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Oct 9th, 2026

Principal's Shah on AI Capex Cycle, Markets

Seema Shah, Chief Global Strategist at Principal Global Investors, discusses the AI capex cycle and the impact on investor sentiment. She speaks with Avril Hong on the sidelines of the Milken Institute Asia Summit in Singapore.

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来源：Bloomberg：Technology · bloomberg.com

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