金色财经
金色财经|7月 07, 2026 11:14
[ING: Tech Investors Reassess AI Investments] According to a report by Jan Frederik Slijkerman of ING on July 7, as reported by Jinse Finance, tech investors are reassessing their investments in artificial intelligence, despite the technology being a positive long-term driver. He stated that the revenue and earnings before interest, taxes, depreciation, and amortization (EBITDA) of tech companies are expected to rise, but investors remain uneasy. With infrastructure spending leading to higher depreciation costs and reduced stock buybacks, investors may experience slower earnings per share (EPS) growth and declining valuation multiples. Since the positive impact on revenue growth may take time to materialize, free cash flow is expected to be lower than in previous years. This narrows the scope for providing substantial shareholder returns in the form of stock buybacks.
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