Live Updates > Live Update Details
2026-09-16 14:36:09
[Bank of America Survey: Asian Software and Platform Stocks Become the Most Favored AI Deals, Investors Shift to "AI Monetization"] (1) A Bank of America survey shows that Asian software and platform stocks have quickly gained favor with investors, jumping from the bottom of the list more than a month ago to become the most attractive AI deals in the region. (2) Strategists, including Kaspar Lam, wrote in a report on September 15 that a quarter of respondents chose this category as their top choice for AI deals in Asia over the next 12 months, the highest percentage among options including storage and data centers. (3) In August, this theme ranked near the bottom, only higher than AI computing power. (4) This trend suggests that investors may be shifting their focus from AI deals to stocks of companies building computing power to companies that can demonstrate that AI can drive profits. (5) This shift may benefit Indian AI software stocks as some AI leaders call for a slowdown in development due to security concerns. (6) The Bank of America survey also shows that monetization is becoming a bigger factor for investors to increase their holdings of AI-related stocks, with 80% of respondents listing it as a key factor in boosting confidence, up from 64% in August.
