Schroders: This year, the divergence in AI company stock performance will continue to intensify

Glonghui, February 3rd｜Alex Tedder, Co-Head of Global Equities at Schroders, stated that the market's caution towards the artificial intelligence (AI) bubble continues to rise, with investors increasingly scrutinizing the returns after companies invest in AI technology. This trend will intensify in the coming months, leading to stock market volatility and polarization. Companies with clear monetization models (such as Google's cloud business) are supported by the market, while those with unclear or unconvincing return prospects (such as Oracle after its earnings announcement in December) face market skepticism.