Midterm elections provided the hyperscalers with the excuse they needed to cut back on spending, says Jefferies strategist

财经与市场 · 医药与生命科学 · us · 来源：MarketWatch · 2026-11-13 13:43

If the AI capex narrative is losing momentum then Jefferies strategist Chris Wood can recommen some sectors , like pharma, and some markets like India, Brazil and China, as ways to

关键词：综合

原文链接：https://www.marketwatch.com/story/midterm-elections-provided-the-hyperscalers-with-the-excuse-they-needed-to-cut-back-on-spending-says-jefferies-strategist-de6349ec?mod=mw_rss_topstories

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