UBS: AI concept stocks are expected to rise further in 2026
ChainCatcher news, the UBS Wealth Management Chief Investment Office (CIO) mentioned in its "2026 Annual Outlook" that strong capital expenditure trends and accelerated AI adoption are expected to further drive up AI concept stocks. MinLan Tan, Chief Investment Officer Asia Pacific and Head of the Chief Investment Office at UBS Wealth Management, further stated: "The AI boom is developing along different paths in various regions."
The United States is focusing on cutting-edge infrastructure and large models, while China emphasizes algorithm efficiency, technological self-reliance, and industrial applications. This means that potential beneficiaries along the technology supply chain may also differ by region."
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