외환/환율
📈 긍정적
Equities: AI themes support selective overweight – HSBC
요약
HSBC’s Willem Sels and Lucia Ku highlight that global equities remain supported by AI-driven earnings and strategic government priorities. They keep an Overweight stance on global and US stocks, favouring Technology and broader AI ecosystem plays, while staying Neutral on Europe ex-UK and Emerging Markets. Japan and Asia ex-Japan are preferred for AI exposure, with selectivity across sectors and regions stressed.