BOC International: Investors are advised to diversify their investments across regions around the main AI line

The Zhitong Finance App learned that BOC International released a research report saying that the overall recovery of global technology stocks has rebounded in the past month. Although the market is still concerned about cash flow pressure and potential credit risk brought about by large-scale AI capital expenditure, leading US stocks continued to fulfill their AI computing power performance and orders during the second quarter earnings season, supporting the market's confidence in AI infrastructure. The bank advises investors to diversify their investments across regions around the main AI line.

The bank said that the revenue visibility of leading AI infrastructure companies will increase markedly next year. Among them, in terms of data center-related revenue, Nvidia (NVDA.US) fiscal year 2028 and Broadcom (AVGO.US) fiscal year 2027 guidelines increased 70% and 100%, respectively. The bank believes that this has a positive effect on investors' sentiment and confidence in technology stocks, focusing on Nvidia, Broadcom, SMIC (00981), and A-share North Huachuang (002371.SZ).