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AI Boom Can Withstand Higher Rates: Goldman's Moe
Source: Bloomberg
Artificial IntelligenceInterest Rates & YieldsInvestor Sentiment & PositioningInflationEnergy Markets & PricesMarket Technicals & Flows
Goldman Sachs Asia-Pacific equity strategist Timothy Moe said AI-related stocks remain attractive investments despite rising government-bond yields. The view comes as a global bond selloff spreads to Asia and elevated oil prices add to inflation concerns, creating a more challenging rate backdrop for growth-oriented equities.
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