MY MYR Загрузка... : Бычьи и медвежьи мнения аналитиков

Asian currencies tied to AI supply chains and capital inflows should remain better supported relative to other EM Asian peers. The Korean won benefits from AI-driven equity inflows, WGBI inclusion, and potential pension fund domestic pivots; the Malaysian ringgit from corporate dollar conversions for data center buildout; the Chinese renminbi and Singapore dollar from resilient current account surpluses linked to AI trends.

Quanta Services' Q1 2026 earnings call confirms a broadening power infrastructure cycle with execution capacity as the binding constraint, supporting bullish read-throughs for utilities like AEP and NiSource and high-voltage equipment suppliers like GE Vernova and Eaton, while ratepayer affordability and regulatory cost-allocation risks create a moderate negative overhang for hyperscalers and utilities.