20. juli · ugebrev.dk
Kinas AI-chok: Nu truer billig kinesisk teknologi hele USA’s milliardfest
Within Cloud & Data Centers (the bank’s top preferred sub-sector within China Internet), GS continues to highlight key ideas (Alibaba, GDS, VNET, and Kingsoft Cloud) on the back of higher AI hyperscaler capex spending into 2H 2026.
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