A team of Barclays strategists led by Emmanuel Ko said that if the stock market wants to rise before the end of the year, investors need to see interest rates and oil prices stabilize; financial reports from large technology companies are the key to maintaining the market's confidence in the AI capital expenditure cycle. Despite higher than expected US inflation, the possibility of monetary tightening, a sharp drop in chip stocks, and a mixed start to the earnings season, stocks still have a “limited path to a slight upward trend.” The exam reminds not to completely sell off individual stocks related to artificial intelligence. In the research report, Kao wrote, “The bright stage of the artificial intelligence themed market is probably over. This is entirely possible, so we think investors should drastically raise stock selection standards.” The team tends to allocate a more diversified portfolio of stocks, which can lay out the European market.

A team of Barclays strategists led by Emmanuel Ko said that if the stock market wants to rise before the end of the year, investors need to see interest rates and oil prices stabilize; financial reports from large technology companies are the key to maintaining the market's confidence in the AI capital expenditure cycle. Although US inflation is higher than expected, there is a possibility of monetary tightening, a sharp decline in chip stocks, and mixed feelings about the beginning of the earnings season, stocks still have a “limited path to a slight upward trend.” The exam reminds not to completely sell off individual stocks related to artificial intelligence. In the research report, Kao wrote, “The bright stage of the artificial intelligence themed market is probably over. This is entirely possible, so we think investors should drastically raise stock selection standards.” The team tends to allocate a more diversified portfolio of stocks, which can lay out the European market.