Wang Qi
Chief Investment Officer, UOB Kay Hian
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The AI ecosystem is seeing rapid subsector rotations within itself, mirroring the sector reshuffle across the broader market. There have been sharp swings in almost every segment – from AI chips, memory, optical modules, and power equipment to data centers and software applications. In this webinar, we will leverage tech earnings insights from the ongoing reporting season to assess near-term trends and long-term themes across the AI value chain.
A regular webinar featuring our CIO and distinguished guest speakers to discuss macro, markets, sectors and stocks, including top-down investment themes and bottom-up stock picks. The session consists of a presentation followed by a Q&A.
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Chief Investment Officer, UOB Kay Hian
US Tech Sector Senior Analyst