Global AI trade could revive after recent pullback, J.P. Morgan says摩根大通表示,全球人工智能贸易在近期回调后或将复苏。
Sept 28 (Reuters) - The recent pullback in the global AI trade has improved investor positioning, made valuations attractive and could spur a re-engagement, particularly in semiconductor stocks, J.P. Morgan analysts said on Monday.

"AI Artificial Intelligence" words, a keyboard and a robotics hand in this illustration taken, September 23, 2026. REUTERS/Dado Ruvic
Sept 28 (Reuters) - The recent pullback in the global AI trade has improved investor positioning, made valuations attractive and could spur are-engagement, particularly in semiconductor stocks, J.P. Morgan analysts said on Monday.
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这张插图拍摄于2026年9月23日,图中展示了“AI人工智能”字样、键盘和机械手。路透社/Dado Ruvic
9月28日(路透社)——摩根大通分析师周一表示,近期全球人工智能交易的回调改善了投资者的仓位,使估值更具吸引力,并可能刺激投资者参与,尤其是在半导体股票领域。
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