Invesco’s Fiona Yang says the AI trade is not over, but that parts of the market have become stretched. The commentary suggests near-term valuation/positioning risk in sections of the tech/AI trade rather than a fundamental shift.
Invesco’s Fiona Yang says the AI trade is not over, but that parts of the market have become stretched. The commentary suggests near-term valuation/positioning risk in sections of the tech/AI trade rather than a fundamental shift.
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mildly negative
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