金色财经|Sep 28, 2026 09:33
[JPMorgan: Global AI Trading Likely to Recover After Recent Pullback]
According to a report by Jinse Finance, on September 28, JPMorgan analysts stated on Monday that the recent pullback in global AI trading has improved investors' positioning and made valuations more attractive, potentially prompting investors to reallocate, particularly in the semiconductor stock sector. Analysts led by Mislav Matejka noted: 'Tech stocks may not return to their previous levels of success... but the fundamentals remain constructive, and there are still numerous investment opportunities within the AI supply chain.' JPMorgan also pointed out that sustained strong earnings performance and increasing evidence of AI commercialization should support renewed investor focus on this sector. (Jin10)
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