UBS sees further upside for technology stocks following their recent rebound, even as uncertainty over U.S. trade policy persists.
“With global tech’s valuation still reasonable, we think the risk-reward remains attractive”
Analysts at the firm advise investors to “continue to position for an ongoing recovery in quality AI names globally.”
However, they have flagged several risks:
The durability of the 90-day trade truce remains unclear.
Potential semiconductor tariffs could weigh on the sector.
Relocating supply chains may increase costs for tech firms.
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.Hence then, the article about ubs sees sees further upside for technology stocks but note 4 risks was published today ( ) and is available on forex live ( Middle East ) The editorial team at PressBee has edited and verified it, and it may have been modified, fully republished, or quoted. You can read and follow the updates of this news or article from its original source.
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