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요약
星展集團資深經濟學家馬鐵英指出，短期來看，AI尚無反轉訊號，但當時間拉長到三至五年，AI周期則是有調整的風險。首先是金融環境變化帶來的壓力；例如中東戰爭導致通膨居高不下，全球央行轉向貨幣政策緊縮，利率上升，將不利於去年第4季起開始增加借貸的科技公司，其融資成本會上升，資本擴張計畫有可能會收緊。
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If you click 'Accept all', we and our partners, including 247 who are part of the IAB Transparency & Consent Framework, will also store and/or access information on a device (in other words, use …