According to a Bank of America survey, Asian software and platform stocks were quickly favored by investors. Just a month ago, the sector was close to the bottom of the ranking, and now it has quickly become the most attractive AI investment direction in Asia. Strategists, including Caspar Lin, wrote in a research report on September 15 that a quarter of respondents chose this sector as Asia's preferred AI transaction target for the next 12 months, accounting for the highest proportion of alternative tracks such as memory and data centers. In August, this topic was nearing the end of the ranking, only higher than the AI computing power section.

According to a Bank of America survey, Asian software and platform stocks were quickly favored by investors. Just a month ago, the sector was close to the bottom of the ranking, and now it has quickly become the most attractive AI investment direction in Asia. Strategists, including Caspar Lin, wrote in a research report on September 15 that a quarter of respondents chose this sector as Asia's preferred AI transaction target for the next 12 months, accounting for the highest proportion of alternative tracks such as memory and data centers. In August, this topic was nearing the end of the ranking, only higher than the AI computing power section.