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【UBS Annual Outlook: AI Remains the Key Investment Theme for 2026, the U.S. Focuses on Infrastructure, China Emphasizes Application Implementation】
In the latest release of the (2026 Annual Outlook), the UBS Wealth Management Investment Office clearly pointed out that artificial intelligence remains one of the most important investment themes for the next two years, and is expected to continue to drive related concept stocks upward under the dual impetus of expanding capital expenditure and accelerating AI application implementation.
📈 Core Logic: Capital Expenditure + Application Penetration
UBS believes that corporate investment in AI infrastructure is still in the early stages, and cloud vendors, chip companies, and data center operators will continue to benefit. Meanwhile, the penetration of AI technology across various industries is transitioning from 'pilot' to 'scale', which will open up broader investment opportunities in application layers.
📈 Core Logic: Capital Expenditure + Application Penetration
UBS believes that corporate investment in AI infrastructure is still in the early stages, and cloud vendors, chip companies, and data center operators will continue to benefit. Meanwhile, the penetration of AI technology across various industries is transitioning from 'pilot' to 'scale', which will open up broader investment opportunities in application layers.
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