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JPMorgan Strategist Debunks AI Bubble Claims, Foresees Continued Upturn in Korean Stocks Next Year
2025-12-12 /
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Author：小编
During a Thursday interview, Kelly Craig, the Managing Director at JPMorgan Asset Management, dismissed recent fears of an artificial intelligence (AI) bubble in the stock market. She projected that Korean stocks are poised for further growth in the coming year. Craig clarified that current apprehensions regarding capital expenditure levels do not signal a bubble, given that the majority of funding stems from corporate cash reserves, not debt. Additionally, she highlighted that, in contrast to the dot-com bubble era, the AI sector is underpinned by genuine demand and robust profit potential.
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