The time has come to determine profits with the largest AI-related stocks - Citigroup

　　In a report dated 8th, Mr. Pettit and his colleagues stated that they “continue to recommend determining profits with AI-related rising stocks,” centering on semiconductor manufacturers. It is said that “balance should be rebalanced across the entire value chain to a wider range of AI stocks.”

　　The prevailing view is that the topic of AI will not decline in the latter half of the year. Investors and market strategists who were interviewed by Bloomberg News were divided between the view that mega stocks such as NVIDIA would remain at the forefront, and the view that companies receiving secondary benefits, including public utilities and infrastructure providers, would take the lead.

　　Citi's strategists acknowledged that transactions that do not hold AI-related stocks or anticipate their decline “would be difficult for many on the buying side.”

　　“Our assessments suggest that while stock prices show high expectations, most long-term consensus predictions can be achieved. Basically, sentiment is extremely optimistic, but it doesn't seem like it has reached a full-scale bubble yet.”