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taiwan semiconductor's strong performance once again ignites the AI craze! Will the AI sector usher in a new round of uptrend?
Wedbush analyst believes that with the establishment of the next generation ai infrastructure, by 2027, the size of the entire ai infrastructure market dominated by nvidia's AI GPU may increase significantly by 10 times. It is estimated that capital expenditures in the field of ai will reach 1 trillion US dollars in the next three years.
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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.