The tech sector still has legs in the second half, and Deepwater's Gene Munster likes these names
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最新报道：Gene Munster of Deepwater Asset Management highlights key tech investment opportunities for the second half of 2025, focusing on AI, blockchain, and cloud computing. He predicts AI-driven companies will continue to dominate, with particular emphasis on firms integrating Web3 technologies for decentralized applications. Munster also sees potential in blockchain infrastructure providers as adoption grows. Cloud computing remains a strong play, especially for companies enabling hybrid and multi-cloud solutions. His outlook underscores the ongoing convergence of AI and Web3, suggesting these sectors will drive the next wave of tech innovation and market growth.
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