A J.P. Morgan strategist said that after losing ground in the market in the past few months, global artificial intelligence-related stocks have many opportunities. The team, led by Mislav Matejka, believes that after the sharp decline in valuations in the technology sector, the position structure is healthier, while the upward trend in capital expenditure is likely to remain unchanged. The team also anticipates that profits will continue to strengthen, and the supporting logic for commercial implementation will continue to strengthen. The strategist wrote in the research report: “It may be difficult for the technology sector to recreate its past glory... but the fundamental logic is still improving, and there are plenty of investment opportunities within the AI industry chain.”

A J.P. Morgan strategist said that after losing ground in the market in the past few months, global artificial intelligence-related stocks have many opportunities. The team, led by Mislav Matejka, believes that after the sharp decline in valuations in the technology sector, the position structure is healthier, while the upward trend in capital expenditure is likely to remain unchanged. The team also anticipates that profits will continue to strengthen, and the supporting logic for commercial implementation will continue to strengthen. The strategist wrote in the research report: “It may be difficult for the technology sector to recreate its past glory... but the fundamental logic is still improving, and there are plenty of investment opportunities within the AI industry chain.”