AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust

本地摘要

波动率新闻：A T. Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, derive high returns on that invested capital with a short payback... 相关标的：NVDA, AMD, SMH。

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这条新闻用于帮助快速定位可能值得进一步查看的标的、行业和波动率变化。进入期权链或扫描器前，仍应核对财报日期、流动性、买卖价差、隐含波动率和最大亏损。