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UBS Wealth Management Americas CIO Suggests: Abandon Tech for the Real Economy Amid AI Boom
8 hour ago /
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Author：小编
Ulrike Hoffmann-Burchardi, Chief Investment Officer of UBS Wealth Management Americas, points out that artificial intelligence poses a threat to software-based companies, and investors should shift their focus from tech firms to companies in the real economy, such as mining, power generation, and industrial enterprises. Her team is transitioning their portfolio from the 'digital economy' to the 'real economy,' buying stocks of companies that build physical infrastructure, such as equipment manufacturers, power generation companies, and resource-based mining firms.
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