Wedbush: The main trend of AI has not changed. Ceasefire may push technology stocks to rebound from overselling.

Investment bank Wedbush said that due to the impact of the Iran ceasefire agreement, including "Seven Giants" such as Nvidia, Apple, Amazon, Tesla, Meta, Alphabet, and Microsoft, as well as all technology stocks, may enter a "risk preference" environment. The company's analysts wrote in a report to clients, "With the news of the Iran ceasefire coming out overnight, we believe this is a big positive for the overall market, and risk preferences will now return to the market. We firmly believe that the tense geopolitical backdrop in recent months has created an 'oversold' technology environment for the 'Seven Giants,' software stocks, and many technology winners in the AI revolution."