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UBS: The AI boom is expected to boost the stock market’s long-term returns

2026-07-10 21:11:35

Golden Finance reports that on July 10, UBS Global Wealth Management strategists said in a report that they expect growth in the AI industry to drive long-term stock market returns. However, investors need to adopt a diversified strategy for AI investments. The strategists are bullish on semiconductor equipment, foundries, computer infrastructure related to CPUs, and storage chips, and they also favor defensive sectors such as data center real estate investment trusts (REITs) and payment networks.

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