Asia Software Stands to Benefit From AI Push: Robeco

The transcript discusses AI investments, focusing on market trends, potential applications, and the impact of US-China relations. It highlights the sustainability of AI trends, valuation challenges, and stock selection strategies. The discussion includes the role of President Trump and Biden in shaping AI policies and the influence of the semiconductor supply chain in China. The importance of identifying undervalued stocks with AI potential is emphasized.

What is the anticipated timeline for the emergence of new AI applications for consumers?

• 2023 and 2024

• 2025 and 2026

• 2027 and 2028

• 2029 and 2030

What is one of the main factors contributing to the excitement in the semiconductor supply chain in China?

• Expansion of the automotive industry

• US sanctions on AI technology

• Increased demand for consumer electronics

• Growth in renewable energy technologies

What is a potential risk for Asian tech companies in the context of AI development?

• Decreasing consumer interest in technology

• Lack of skilled workforce

• Limited access to raw materials

• High valuations with uncertain AI applications

What is a key consideration when selecting stocks in the AI sector?

• The company's involvement in renewable energy

• The company's potential that is not yet fully priced in

• The company's market share in consumer electronics

• The company's history in the automotive industry

What is a major challenge for US tech giants during earnings season?

• Regulatory challenges in the domestic market

• Decreasing interest in AI technologies

• Lofty valuations with limited AI application scope

• High competition from European companies