Bualuang Securities Recommends Accumulating AI Stocks Amid US Market Volatility

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โดย HoonSmart·US·Read original
Summary · why it matters

Bualuang Securities advises investors to use the downturn in the US stock market, driven by monetary policy volatility, as an opportunity to gradually accumulate AI and technology stocks with strong earnings. The firm notes that short-term risks have increased after Federal Reserve Chair Kevin Warsh signaled a hawkish stance at the Jackson Hole meeting, reaffirming the 2% inflation target and readiness to raise interest rates if core inflation does not slow. This has led the market to raise the probability of a September rate hike to over 50%, up from 35–36%, while the 2-year Treasury yield climbed to 4.34–4.35%. The 30-year Treasury yield briefly touched 5.31%, its highest level in nearly two decades, but has since retreated about 10 basis points from that peak. However, Bualuang Securities views the pressure as temporary, given that 88% of S&P 500 companies have beaten earnings expectations, and the AI capex cycle, led by Nvidia and Salesforce, continues to provide momentum.

Impact on stocks 5

Artificial Intelligence▲ · 2 stocks
Others▼ · 3 stocks
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