
Invesco’s Fiona Lim says the AI-driven semiconductor rally is moving from broad, momentum-led strength to a tougher stock-picking phase. She expects profitability to increasingly differentiate winners from laggards, implying higher dispersion risk within the sector even if the theme remains intact.
Invesco’s Fiona Lim says the AI-driven semiconductor rally is moving from broad, momentum-led strength to a tougher stock-picking phase. She expects profitability to increasingly differentiate winners from laggards, implying higher dispersion risk within the sector even if the theme remains intact.
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