Observation of the US stock earnings season: investors have shifted their focus from heavy concept-based AI stocks to focusing on performance.
With the slowdown in profit growth, investors are no longer moved by the promises of ai. They want to see results.
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BlackRock: Maintaining an overweight position on the themes of technology and AI.
Blackrock stated that in the short term, a few winners in artificial intelligence will bring investment returns in terms of tactical configuration, so they continue to maintain an overweight view on technology and ai themes.
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