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Invesco: Investment should be appropriately diversified to avoid excessive concentration in large tech stocks.
Jin10 data, November 4th - Brian Levitt, Chief Global Market Strategist at Invesco, recently commented that the earnings reports of technology companies have led to different reactions in the market regarding AI investments. The agency expects this debate to continue. The potential of AI is undeniable, but it will take time to determine who the ultimate winner will be. Based on current market dynamics, the agency believes: investments should be moderately diversified to avoid over-concentration in large tech stocks. It is optimistic about U.S. cyclical stocks, small and mid-cap stocks, and value stocks, as well as assets in non-U.S. markets, which have more attractive valuations and are expected to benefit from global economic recovery and policy support.