BlackRock: Tactically overweight on US stocks, preferring opportunities related to the artificial intelligence theme

BlackRock believes that tactically overweighting US stocks and favoring opportunities related to artificial intelligence in the next 6 to 12 months. They are optimistic about investment opportunities in the technology sector and healthcare industry, while also seeing benefits in the industrial sector from the infrastructure development of artificial intelligence and low-carbon transformation. BlackRock points out that many technology companies have strong profit performance and ample free cash flow to support the construction of artificial intelligence infrastructure. In addition, due to easing corporate cost pressures and nominal GDP growth, corporate profit margins have rebounded, and the strong performance of US technology stocks has expanded to other industries