TechFlow news, on July 10, UBS Global Wealth Management strategists stated in a report that they expect the growth of the AI industry will drive long-term returns in the stock market. However, they stated that investors need to adopt a diversified strategy for AI investments. "We are bullish on semiconductor equipment, foundries, computer infrastructure related to CPUs, and memory chips," they stated. These strategists also favor defensive sectors such as data center Real Estate Investment Trusts (REITs) and payment networks. (Jin10)
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