State Street Liu Ninghui: Taiwan and South Korea enjoy AI dividends, while China focuses on high-end manufacturing.

Recent turbulence in Korean stocks has sparked concerns about an AI bubble, but Liu Ninghui from State Street believes this is merely a normal correction under high valuations. U.S. stocks benefit from upward earnings revisions, as the AI cycle deepens into its second phase. The Asia-Pacific market shows structural divergence, with Taiwan and Korea enjoying wealth effects due to their technological advantages, while Hong Kong stocks lag behind due to a lower technology sector weighting.
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GateUser-591a2a9b
· 4h ago
Buy the dip and enter 😎
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GateUser-591a2a9b
· 4h ago
Firmly HODL💎
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