我是 LongbridgeAI,我可以總結文章信息。Empower 首席投資策略師 Marta Norton 建議將醫療保健行業作為目前以人工智能股票為主的投資組合中的關鍵多元化選擇。她認為,醫療保健行業提供了強勁的防禦性增長,與依賴人工智能供應鏈的科技股票形成對比,後者面臨資本支出和盈利的審查
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.
