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瑞典首相克里斯特松:瑞典愿意并有能力保障中东航行安全。
2026-07-07
瑞典首相克里斯特松:瑞典愿意并有能力保障中东航行安全。
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2026-07-07
China's Ministry of Industry and Information Technology (MIIT) has opened a public consultation on draft mandatory national standards, soliciting comments on two standards including Limits of Radionuclides in Building Materials.
China's Ministry of Industry and Information Technology (MIIT) has opened a public consultation on draft mandatory national standards, soliciting comments on two standards including Limits of Radionuclides in Building Materials.
2026-07-07
ING strategist Jan Frederik Slijkerman says tech investors are re-evaluating AI exposure despite AI remaining a positive long-term driver. He expects tech companies’ EBITDA to rise but notes persistent investor nervousness. Higher infrastructure spending will lift depreciation and reduce stock buybacks, which could slow EPS growth and compress valuation multiples. Revenue upside from AI may take time to materialize, keeping free cash flow below prior years and narrowing scope for large buybacks
ING strategist Jan Frederik Slijkerman says tech investors are re-evaluating AI exposure despite AI remaining a positive long-term driver. He expects tech companies’ EBITDA to rise but notes persistent investor nervousness. Higher infrastructure spending will lift depreciation and reduce stock buybacks, which could slow EPS growth and compress valuation multiples. Revenue upside from AI may take time to materialize, keeping free cash flow below prior years and narrowing scope for large buybacks as a form of shareholder return.
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