<div id="readability-page-1">Lombard Odier’s John Woods also highlights Korea and Taiwan as preferred emerging markets in the AI space, saying that they are driven by memory cycle infrastructure and earnings expectations.</div>

<p>Lombard Odier 的 John Woods 还强调了韩国和台湾作为人工智能领域的首选新兴市场，表示它们受到内存周期基础设施和盈利预期的推动</p>

人工智能仍然是 2026 年的主要主题，Lombard Odier 表示，新兴市场中存在 ‘丰富的机会’