[JPMorgan: AI Sector Unlikely to Be the Main Driver of Returns in the Second Half of the Year] BlockBeats News, August 3, JPMorgan strategists believe that as market performance broadens to more sectors, tech stocks or AI-related stocks are unlikely to be the main driver of market returns in the second half of the year. The team led by Mislav Matejka stated that the sell-off in momentum trading may largely be over, and semiconductor stocks are currently approaching oversold levels. The team wrote in the report: 'Since earnings per share momentum remains upward, this should help stabilize related stocks.' However, they expect market performance to continue spreading across more sectors and reiterated their recommendation for investors to buy on dips due to heightened geopolitical tensions.