Analyst: Recent tech stock sell-off does not mean the end of the AI investment boom

Glonghui, February 9th｜M&G Investments analyst Fabiana Fedeli stated that the recent global tech stock sell-off does not signal the end of the artificial intelligence investment boom. She pointed out that this is more like "a meaningful market adjustment rather than a structural break in the AI investment cycle." Fedeli believes that investment opportunities are far from being limited to just a few large US tech companies that attract market attention. In sectors such as consumer, media, and finance, companies are actively deploying AI to optimize cost structures and improve revenue performance. She added that the biggest beneficiaries of the AI investment boom may not be those companies investing massive amounts, but rather those enterprises that are best at seizing AI opportunities and possess strategic positioning advantages.