我是 LongbridgeAI，我可以总结文章信息。Empower 首席投资策略师 Marta Norton 建议将医疗保健行业作为目前以人工智能股票为主的投资组合中的关键多元化选择。她认为，医疗保健行业提供了强劲的防御性增长，与依赖人工智能供应链的科技股票形成对比，后者面临资本支出和盈利的审查
Empower chief investment strategist Marta Norton discusses market diversification as AI dominates the stock market. Norton analyzes corporate earnings, consumer resilience, and the capital expenditure questions surrounding tech stocks. She recommends the healthcare sector as a crucial diversifier, explaining that it offers robust defensive growth without being dependent on the artificial intelligence supply chain.