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Takeaways by efinAIถ้าโมเมนตัมของ AI/เทคโนโลยีชะลอ จะกระทบการประเมินมูลค่าและกระแสเงินทุนในดัชนีเมกะแคปอย่างไร?การที่มูลค่าตลาดเติบโตเร็วกว่าผลิตภัณฑ์มวลรวมภายในประเทศ ควรถูกตีความเป็นความเสี่ยงฟองสบู่หรือเป็นการสะท้อนความคาดหวังรายได้ในอนาคต?นักลงทุนไทยควรปรับสัดส่วนภูมิภาคและปัจจัยเสี่ยงอย่างไรเพื่อรับมือกับความเบี่ยงเบนระหว่างตลาดโลก?
