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AI: from an innovation cycle perspective, AI started with hardware investments and should gradually move into applications. 2024 will be the year enterprises start to allocate significantly more budget into AI adoption. Therefore, focus on companies that can benefit from this spending. Also, industrial AI could materialize even quicklier. -
Cybersecurity: This is a recurring theme for many years, and AI has brought it to a new level. -
Biotech: funding environment is very sensitive to rates, and biotech as a whole is one of the most lagging sectors. -
Semiconductor cycles: look for companies at trough cycles for recovery plays. -
Oil: in a soft-landing scenario, oil should perform better as it has recently underperformed due to recession fears. -
Banks: lower rates could eventually be bad for banks due to lower NIM, but initially are good due to balance sheet recovery. -
Renewable energy: Solar investments are in a downcycle because of high rates and inventory correction. -
Last but not least, crypto...
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AlphaConnect投研2023-12-20
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星球AlphaConnect投研官方号，全球大类资产投研；海外知名对冲基金背景，CFA持证人
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