利率或因AI支出升至4.5%,半导体行业将率先受益(NASDAQ:SMH)

· seekingalpha.com

随着AI驱动的资本支出提振需求,iShares Semiconductor ETF与VanEck Semiconductor ETF等半导体基金仍维持买入评级。点击了解更多关于SMH和SOXX的信息。

On September 16 the Fed raised its target range to 3.75% to 4%, which I recently covered , arguing that this puts the S&P 500 ( SP500 ) between conflicting fisc...


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