[UBS: Optimistic about semiconductor equipment, foundries, and memory chips; AI boom may boost long-term stock market returns] Odaily Planet Daily News - UBS Global Wealth Management strategists stated in a report that the growth of the AI industry is expected to drive long-term stock market returns. However, they noted that investors need to adopt a diversified approach to AI investments. 'We are optimistic about semiconductor equipment, foundries, computer infrastructure related to CPUs, and memory chips,' they said. The strategists also favor defensive sectors such as data center real estate investment trusts (REITs) and payment networks. (Jin10)