The global inflation rate continues to slow, and the market ...

The global inflation rate continues to slow, and the market expects policy interest rates to reach a peak, and the continued excitement in the field of artificial intelligence (AI) all reinforce market optimism.

In most regions, information technology is once again the best performing industry, while energy, materials, real estate, and essential consumer goods generally lose out. Financial stocks have also performed well in general, with the exception of the US.

Embrace the development of artificial intelligence (AI), but don't be fanatical. Artificial intelligence is a technological breakthrough that will change the productivity landscape. Investing in semiconductor companies and large cloud service providers is the most direct way to adapt to the current AI boom.