Evercore’s Emanuel says AI theme dominates every asset, sees opportunity in overlooked tech names

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โดย Seeking Alpha·Read original
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Evercore’s chief equity and quantitative strategist Julian Emanuel says investors must understand the dominance of the AI theme, which is present in every asset class. He views the 20% to 30% pullback in semiconductor shares as a healthy correction after gains of 100% to 300% in months. Emanuel notes that bond yields are not falling as much as typical in risk-off moves due to AI-driven inflation concerns. He sees an opportunity evolving in under loved, under owned, and shorted cap technology names that aren't specifically the chip names and are set to report strong earnings. For stability, he recommends adding some energy or consumer staples to portfolios.

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