International stocks, AI beneficiaries are set to outperform in a complicated second half, JPMorgan Asset Management says
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最新报道：JPMorgan Asset Management predicts international stocks, particularly AI beneficiaries, will outperform in the coming months. The firm highlights strong earnings growth and attractive valuations in global markets, especially in tech sectors driving AI innovation. Analysts note increasing corporate investments in AI infrastructure and applications as key catalysts. Emerging markets with robust tech ecosystems are also expected to gain, though geopolitical risks remain a concern. The report suggests diversifying portfolios with exposure to non-U.S. equities positioned to capitalize on AI advancements.
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