HOLT TMT-被低估的 AI 投资机会，加速增长中
2025-08-25 01:38
ab 19 August 2025 Powered by YES UBS Evidence Lab Global Research HOLT TMT Underfollowed Exposure to AI, Accelerating Growth Opportunities & Oracle (ORCL) Underfollowed Exposure to AI The Electronics industry (classified as Electronic Equipment, Instruments & Components under GICS Level 3) is forecasted to reach all-time high CFROI levels in 2025/2026, with both analyst estimate revisions and CFROI revision breadth trending positively driven largely by exposure to the AI infrastructure buildout. The group h ...