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G Sachs Keeps 'Long-term Bullish' View on AI Concept Stocks; Massive Data Center Investments Benefit Asian AI Hardware Supply Chain
2026-09-25 10:43:26 AI-related stocks remain attractive, despite rising government bond yields, and Goldman Sachs firmly belongs to the "long-term bullish" camp, Goldman Sachs Chief Asia Pacific Equity Strategist Timothy Moe said. He estimated that investment in hyperscale data centers will amount to about USD800 billion this year, with related investment rising to about USD1.2 trillion next year, representing a key demand signal for Asia's AI hardware supply chain. He added that as the US midterm elections approach in November, market volatility will be inevitable, while rising energy prices and geopolitical risks will create further pressure. However, afterwards, the market is expected to rebound before year-end, driven by earnings growth and valuations. ~ AASTOCKS Financial News Website: www.aastocks.com | |