Bloomberg Markets·· 16 小时前AI 评分32
AI 热潮料将支撑亚洲芯片制造商，尽管企业盈利承压
AI Boom Likely to Cushion Asia Despite Earnings Woes
AI 导读
亚洲芯片制造商的业绩可能受到强劲 AI 基础设施需求支撑，尽管大型科技公司财报引发短期波动。彭博社 Mark Cranfield 认为，这种需求可能持续提供支撑。
正文
Oct 22nd, 2026
AI Boom Likely to Cushion Asia Despite Earnings Woes
Bloomberg's Mark Cranfield argues robust AI infrastructure demand will likely continue to support Asian chip makers despite near-term volatility sparked by big tech earnings.
来源：Bloomberg Markets · bloomberg.com