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Global AI trade could revive after recent pullback, J.P. Morgan says

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.

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摩根大通表示,全球人工智能贸易在近期回调后或将复苏。

"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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