UBS sees sees further upside for technology stocks but note 4 risks ...Middle East

“With global tech’s valuation still reasonable, we think the risk-reward remains attractive”

However, they have flagged several risks:

Potential semiconductor tariffs could weigh on the sector.

The impact of Trump’s planned revision to Biden-era AI diffusion rules is still uncertain.

This article was written by Eamonn Sheridan at www.forexlive.com.

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