瑞士宝盛银行表示，人工智能的炒作是 ‘胡扯’，半导体股票价格将会恢复正常
我是 LongbridgeAI，我可以总结文章信息。瑞士宝盛银行的马克·马修斯表示，受人工智能驱动的半导体反弹掩盖了一个 “深刻周期性” 的行业。他警告称，目前的估值被高估，并预计价格将回归正常。尽管有这些担忧，他对亚洲股票仍持积极态度，特别看好中国的高增长机器人和生物科技领域
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.