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Wei Li, BlackRock's Global Chief Investment Strategist, stated that the asset management firm has increased its holdings in semiconductor and hardware stocks as part of its strategic deployment in artificial intelligence (AI). Currently, the AI industry is still in its development stage, with no clear dominant player. The revaluation of tech stocks and advancements in energy technology have prompted companies to increase capital expenditures, trends that support BlackRock's overweight strategy in the AI sector and U.S. equities. Additionally, despite the Middle East war driving up oil and gas prices, risk assets have demonstrated remarkable resilience, with the U.S. stock market's rise benefiting from its high energy independence and favorable credit spread environment.
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