Goldman Sachs strategist: Semiconductor sector is volatile, bullish on large tech stocks Odaily Planet Daily News: Goldman Sachs strategist Christian Mueller Glissmann said that as chip manufacturers' stock prices continue to fluctuate, large tech stocks may become more attractive in the AI trading boom. Although the main beneficiaries of the rising market are chip manufacturers and AI capital expenditures, rather than ultra large scale cloud service providers, Mueller Glissmann pointed out that these leading stocks belong to the highly volatile part of the AI field and have accumulated a large number of positions and leverage through tools such as ETFs and options. If you believe that the development momentum of AI continues to improve, you may want to diversify your investment into ultra large scale cloud service providers and potentially reduce your deployment of semiconductors. Because in the AI capital expenditure landscape, semiconductors are the truly volatile part, "said Mueller Glissmann, head of asset allocation research at Goldman Sachs, in an interview.