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Institutions: Investor Stances Still Overly Congested, Chip Stocks Not Yet at the 'Bargain-Hunting' Phase
10 hour ago /
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Author：小编
Paul Markham, the global equities chief at GAM, remarked that the ongoing steep decline in global chip stocks does not yet signal a prime buying opportunity, primarily due to the excessively concentrated investor stances. Markham highlighted that the current investor positioning is overly crowded. Nevertheless, as the leader of GAM's global equity division, he maintains that the long-term rationale for investing in artificial intelligence (AI) remains steadfast. The fundamentals of certain AI-related firms continue to be strong, and with widening profit margins and enhanced product pricing power, investors should still be inclined to assign higher valuations to companies such as SK Hynix.
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