UBS: The AI boom is expected to boost long-term stock market returns

Glonghui, July 10｜UBS Global Wealth Management strategists stated in a report that the expected growth of the AI industry will drive long-term returns in the stock market. However, investors need to adopt a diversified strategy for AI investments. The strategists are optimistic about semiconductor equipment, foundries, CPU-related computing infrastructure, and memory chips. They also favor defensive sectors such as data center real estate investment trusts (REITs) and payment networks.