SB: THE AI HEAT WILL BOOST THE LONG-TERM EARNINGS OF THE STOCK MARKET

ON 10 JULY, THE BANK ' S GLOBAL WEALTH MANAGEMENT STRATEGIST STATED IN A REPORT THAT GROWTH IN THE AI INDUSTRY WAS EXPECTED TO DRIVE LONG-TERM RETURNS ON THE STOCK MARKET. HOWEVER, INVESTORS NEED TO PURSUE A DIVERSIFIED APPROACH TO AI INVESTMENT. THE STRATEGISTS LOOK AT SEMICONDUCTOR EQUIPMENT, SURROGATE FACTORIES, CPU-RELATED COMPUTER INFRASTRUCTURE AND STORAGE CHIPS, AND ALSO FAVOUR DEFENSIVE BLOCKS SUCH AS THE DATA CENTRE REAL ESTATE INVESTMENT TRUST (REIT) AND PAYMENT NETWORKS。