According to Jin10, JPMorgan China equity strategist Zhang Xiaoning said AI hardware supply constraints will last at least until 2028, mainstream technology companies all have investment-grade bond ratings, and debt concerns are an "overreaction."
According to Jin10, JPMorgan China equity strategist Zhang Xiaoning said AI hardware supply constraints will last at least until 2028, mainstream technology companies all have investment-grade bond ratings, and debt concerns are an "overreaction."