进入人工智能交易下半场，上行空间仍在

Top Stories Asia Tech Strategy (Gokul Hariharan) Into the second half of the AI trade with upside still in play Asia Pacific Equity Research Taiwan First to Market 24 June 2025 Overall, Asian Tech stocks have bounced back smartly from the tariff-related sell-off in April, led primarily by the AI complex. Despite FX headwinds, overall Asian Tech earnings revisions are still moving up, with an 18% upward revision YTD, led mostly by large cap AI-related tech. Given that the AI supply chain issues are largely n ...