估值、人工智能、软件与半导体、超大规模企业资本支出- 重新审视 HOLT 中 4 大关键科技争议-Valuations, AI, Software vs. Semis, Hyperscaler Capex – Revisiting 4 Key Tech Debates in HOLT
2025-11-18 09:41
ab 14 November 2025 Global Research HOLT TMT Valuations, AI, Software vs. Semis, Hyperscaler Capex – Revisiting 4 Key Tech Debates in HOLT Tech Valuations Global Tech trades on a 36x HOLT Economic P/E, only being more expensive during the dot-com bubble. Fundamentals for Tech remain strong; since the Summer the sector has outpaced others on earnings revisions, with returns forecast to reach an all-time high. We highlight 71 stocks that still screen as attractive on Momentum and Valuation in the sector. AI W ...