机构：AI涨势料将持续推动下半年亚洲股市

Odaily Planet Daily News: Swiss wealth manager Julius Baer stated in a report that the AI boom is likely to remain a key driver for Asian stock markets in the second half of the year. Analyst Richard Tang maintains an overweight rating on the Japanese, South Korean, and Chinese stock markets, supported by a strong earnings cycle.

Japan is benefiting from optimism surrounding the "High-Price Economy" and corporate governance reforms, which are expected to attract more foreign capital inflows. In South Korea, due to the current shortage of memory chips, the stock market rally is also likely to continue. Richard Tang believes that China's A-shares offer stronger AI exposure compared to H-shares, a trend expected to persist. Within the South Asian region, Julius Baer is bullish on Singapore, citing its strong currency and high market yields. Meanwhile, the Indian market may experience a relative recovery later this year, supported by rising household savings and favorable demographic structures. (Jinshi Data)