JPMorgan: Robotics and Autonomous Driving May Become the Next Wave of AI Winners

CoinFeed July 7 news, according to Jinshi reports, JPMorgan Asset Management global market strategist Raisah Rasid said that robotics and autonomous driving related companies may become the next wave of winners in AI trading. She pointed out: 'The AI story is far from over, mass adoption is accelerating, especially in the generative AI field.' She added that as AI-related winners spread beyond hyperscalers, earnings growth (especially in the hardware sector) has been driving returns in major markets. However, she said that the triple-digit gains in South Korea's KOSPI index in the first half of the year are unlikely to be repeated in the second half, and the growth rate will moderate, as companies may find it difficult to maintain strong pricing power in the hardware sector.