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This news about big tech stocks pricing in unrealistic cost efficiencies reflects broader market sentiment that may spill over into the textile sector. If tech valuations correct, risk appetite across equity markets could tighten, potentially raising capital costs for textile companies seeking funding for expansion or green initiatives. Conversely, if the assumed efficiencies are validated, it may boost confidence in industrial automation and smart manufacturing investments for textile mills. However, the immediate impact on textile supply chains or raw material prices is indirect.
※ Opinion by KEFINE Insight