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@tradfi
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加入 October 2024
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*CITRINI OVERHAULS THEMATIC MODEL BOOK, CALLS PEAK IN AI INFRASTRUCTURE CAPEX
*CITRINI SAYS AI INFRASTRUCTURE ASYMMETRIC RISK HAS SHIFTED TO DOWNSIDE
*CITRINI EXPECTS HIGHER COSTS FOR US DATACENTERS AFTER DEMOCRATIC MIDTERM WINS
*CITRINI WARNS MACRO REGIME SHIFTING TOWARD LATE-CYCLE STAGFLATION TILTS
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