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[Bank of America survey: Investors’ allocation to technology stocks has reached the highest level since 2020, and semiconductor stocks have become the most crowded trade] On October 13, a survey by Bank of America showed that global investors are chasing the stock market rally driven by artificial intelligence, and their allocation to technology stocks has reached the highest level since the market rebounded after the impact of the new crown epidemic. The survey showed that the proportion of fund managers overweighting technology stocks rose to 37% from 30% last month, the highest since August 2020. About 45% of the respondents believe that there will be an AI bubble in 2027, while 42% believe that there will not be.
U.S. stock trends 🕐 2026-10-13 16:53
#AI #semiconductor #U.S. stock trends
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