Herald Van Der Linde and others from HSBC strategist believe that the momentum of Asia's artificial intelligence stocks is rapidly changing, "We are now more convinced that this industry needs close attention." They believe that one of the major risks faced by the industry is the possibility of EU regulation in the form of sanctions and regulations against data centers with high energy consumption. Another key factor is concentration risk; some funds may be restricted from buying more AI stocks, and Taiwan Semiconductor (TSM.N) currently accounts for 10% in some indices. "We still do not believe that Asia's artificial intelligence stocks have reached their peak, but we feel that it is approaching," strategists said.
汇丰:亚洲人工智能股可能正接近触顶
HSBC: Asian AI stocks may be approaching their peak.
The translation is provided by third-party software.
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.