The divergence between AI investment and AI stocks may become the norm, similar to the new energy sector after 2021?
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Guotai Junan Securities believes that the divergence between AI investment and AI stock performance will become the norm in the future, similar to the new energy investment and stock performance after 2021. Although US AI tech stocks such as Oracle and Broadcom fell this Friday, the market's concerns about their future performance realization are the core issue. Investors should focus on the macro effects of sectors benefiting from AI investment trends, rather than getting entangled in the AI bubble
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