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Data center capital expenditures will grow by more than 50% next year! JPMorgan: Earnings expectations for AI-related stocks are underestimated.

Data center capital expenditures will grow by more than 50% next year! JPMorgan: Earnings expectations for AI-related stocks are underestimated.

``` As the market worries about a decline in AI capital expenditures, JPMorgan has significantly raised its forecast for data center capital expenditure growth, believing that the market seriously underestimates the profit potential of AI-related stocks. According to Zhuifeng Trading Desk, JPMorgan’s North America Equity Research team stated in its
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EU relaxes restrictions on fuel vehicles, but automakers can't go back? Hundreds of billions already invested; the shift to electrification is hard to reverse.

EU relaxes restrictions on fuel vehicles, but automakers can't go back? Hundreds of billions already invested; the shift to electrification is hard to reverse.

Brussels has proposed abandoning the 2035 deadline for a full transition to purely electric vehicles, a policy shift that gives traditional European automakers more time to boost sales in the hybrid sector. However, analysts point out that despite this major concession, considering the huge sunk costs already invested by the
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