Research firm declares ‘end of the AI trade as we know it’ — and Asian tech stocks reflect the shift
Summary
A financial research firm suggests that the familiar phase of artificial intelligence investing has concluded. This shift occurs because immediate value is increasingly difficult to identify, prompting investors to pursue relative value and longer-term speculative opportunities. Consequently, Asian technology equities are currently displaying the effects of this market transformation.
Now that absolute value is much harder to find in the AI trade, with bets having to be made on a longer-term, more speculative basis, it’s time to search for relative value within the sector, says one research service.
Source: Read the full story at MarketWatch.com - Top Stories
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