TheEmperor11-04 04:34

关注

JPMorgan says BUY THE DIP in A

JPMorgan says BUY THE DIP in AI stocks if Democrats sweep the midterms. The bank expects AI spending to stay strong through 2028 regardless of the election outcome, arguing Trump is unlikely to sign legislation restricting the sector. JPMorgan sees any election-driven selloff as a buying opportunity, with political uncertainty unlikely to derail the AI investment boom. JPMorgan also favors divided government: since 1950, the S&P 500 has averaged a 21% gain over two-year periods of gridlock, versus 18% under one-party control.