B · Normal
[Schroder: Remain optimistic about the U.S. economic outlook. AI sector stock price fluctuations are short-term disturbances] On November 10, Julien Houdain, head of global fixed income at Schroder Investments, said that at the economic level, the bank remains optimistic about the U.S. economic outlook. Residential consumption is stable, and large investments in AI infrastructure and technology hardware form an important support; fluctuations in AI sector stock prices are short-term disturbances, and related capital expenditure plans remain strong. A significant weakening in AI investment is only a tail risk, not a baseline forecast.
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