---
title: "AI hype is 'blarney', semi stock prices will normalize: Bank Julius Baer"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/290901713.md"
description: "Bank Julius Baer’s Mark Matthews says the AI-driven semiconductor rally is masking a \"profoundly cyclical\" sector. He warns that current valuations are inflated and expects prices to normalize. Despite these concerns, he remains constructive on Asian equities, favoring China’s high-growth robotics and biotech sectors."
datetime: "2026-06-26T02:15:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/290901713.md)
  - [en](https://longbridge.com/en/news/290901713.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/290901713.md)
generator: "portal-rs"
---

# AI hype is 'blarney', semi stock prices will normalize: Bank Julius Baer

Bank Julius Baer’s Mark Matthews says the AI-driven semiconductor rally is masking a "profoundly cyclical" sector. He warns that current valuations are inflated and expects prices to normalize. Despite these concerns, he remains constructive on Asian equities, favoring China’s high-growth robotics and biotech sectors.

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**