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주식/증권 ➡️ 중립 🔴 매우 중요

The rising cost of capital for companies today is starting to spook the stock market: ‘The worry is the spending might not pay off’

요약

Alphabet says it plans to throw even more money at the AI build-out. The Iran war, oil back at $100 a barrel and rising bond yields make it all the more difficult for the market to stomach.