OpenAI

NVDA

<p>HSBC Jintrust Fund Manager Chen Ping shared his views on the current technology sector market at the 9th Value Investment Forum. He believes that the market atmosphere is good, and growth stocks, especially in the AI field, are attractive, with TMT still being a buying point. Chen Ping is optimistic about AI hardware, particularly optical modules/optical communication, and does not agree with the AI bubble theory, believing that the AI cycle will last at least 10 years</p>

- On December 23, at the 9th Value Investment Forum, HSBC Jinshun's Chen Ping shared insights on the tech sector, particularly artificial intelligence (AI).  
- The current market atmosphere is viewed positively, with an emphasis on growth stocks, especially in AI, semiconductors, and pharmaceuticals.  
- Chen anticipates that the AI sector will experience prolonged growth, underpinned by capital expenditure increases, and believes AI's influence will reshape the economy and job market significantly.

Wallstreetcn

NVIDIA

This year's return is 97%. HSBC Jintrust's Chen Ping: The AI cycle will last at least 10 years, does not recognize the AI bubble theory, TMT is still a buying point, optimistic about AI hardware, particularly optimistic about optical modules/optical communication