BlackRock: Continues to maintain an overweight position on technology and artificial intelligence themes

BlackRock stated that in the short term, a few winners in artificial intelligence will bring investment returns, so it continues to maintain an overweight view on the technology and artificial intelligence themes. BlackRock believes that developed market central banks will be forced to maintain high interest rates to curb inflation, and expects this macro environment to persist. BlackRock's fund managers believe that the increase in initial capital expenditure in artificial intelligence may lead to short-term inflationary pressures. In addition, BlackRock believes that there is still room for growth in the field of artificial intelligence, with strong profitability of large technology companies supporting their risk preference. In the next 6 to 12 months, BlackRock will continue to maintain an overweight position on the technology and artificial intelligence themes