Equity Market Outlook | BlackRock
We believe such diversification opportunities and performance variations underscore the potential advantage of an active approach.
Where are the opportunities? On the hardware side, Asia’s chip companies, as well as suppliers of servers/storage and related materials and manufacturing processes, are aiding the buildout.
In software, companies in AI-generated content technologies (e.g., natural language processing, large language models, computer vision) and applications for end users (e.g., chatbots, video/game engines, virtual humans/assistants) are speeding up adoption. The same can be said of companies with technologies that interact with the physical world (e.g., autonomous driving, humanoid robotics, AI of things).
China…
