DBS says the AI investment theme is entering a selective phase as investors focus on companies converting AI adoption into productivity, stronger margins and durable revenue growth. The bank favours lower-capex AI adopters while maintaining exposure to infrastructure enablers.
DBS says the AI investment theme is entering a selective phase as investors focus on companies converting AI adoption into productivity, stronger margins and durable revenue growth. The bank favours lower-capex AI adopters while maintaining exposure to infrastructure enablers.
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