JP Morgan Asset Management global markets strategist Raisah Rasid said robotics
and autonomous-driving firms could be the next winners in AI-driven trades as
large-scale adoption accelerates, particularly in generative AI. She said AI
gains are spreading beyond hyperscalers and that earnings growth — especially in
hardware — has been a key driver of major market returns. Rasid added KOSPI’s
triple-digit 1H rally is unlikely to repeat in H2, with growth set to moderate
as companies may struggle to sustain strong pricing power in hardware.
