瑞银：看好半导体设备、代工厂以及存储芯片，AI热潮或将提振股市长期收益

Odaily Planet Daily reported that strategists at UBS Global Wealth Management stated in a report that they expect the growth of the AI industry to drive long-term returns in the stock market. However, they noted that investors need to adopt a diversified approach to AI investments. "We are bullish on semiconductor equipment, foundries, CPU-related computer infrastructure, and memory chips," they said. The strategists also favor defensive sectors such as data center real estate investment trusts (REITs) and payment networks. (Jin Shi)