野村-美国中期选举影响:大型科技与存储芯片的选择 速览-US mid-term election impact:options for big tech and memory Quick Note-20261105.pptx

野村-美国中期选举影响:大型科技与存储芯片的选择 速览-US mid-term election impact:options for big tech and memory Quick Note-20261105.pptx

USmid-termelectionimpact:optionsforbigtechandmemory

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FederalAIDCmoratoriumunlikely,but“temporarypause”atstate-levelpossible

WebelievethatmainstreamDemocratsarenotopposedtoAlitself.Thekeyquestions,inourview,arewhopaysforpower,whoprovidesoversight,

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