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UBS Stays Upbeat on CN AI Tech Hardware Stocks for Remainder of Yr
2026-06-25 15:06:25 James Wang, Head of China Equity Strategy Research at UBS, said he remains positive on China AI technology hardware stocks for the remainder of the year, believing that strong revenue and earnings growth will continue to underpin the performance of AI technology companies. Although there are signs that the upcycle in China AI technology is gradually approaching its peak, 2027 is forecast to be a critical period to test whether related companies and the industry can truly deliver on their AI promises. UBS currently favors leading companies in key AI sub-sectors, including optical modules, memory, GPUs, copper clad laminates and semiconductor equipment. As capacity expansion continues and growth slows next year, market volatility may amplify. Industry bellwethers that further penetrate the global supply chain are likely to outperform. ~ AASTOCKS Financial News Website: www.aastocks.com | |