BofA Asia Fund Manager Survey: 80% of investors are waiting for further AI commercialization to materialize; Taiwan, China is one of the biggest beneficiary markets in the next phase.

Zhito Finance APP has learned that Bank of America's September Asia Fund Manager Survey shows that after the continued heating up of AI trades, Asian investors' focus is gradually shifting from "the scale of AI investment" to "whether AI can truly generate revenue." As many as 80% of surveyed investors said that before further increasing their holdings of AI-related stocks, they want to see clearer evidence of AI commercialization or revenue monetization. At the same time, Bank of Japan policy normalization has become the most closely watched theme for the Japanese stock market, with nearly 80% of investors expecting the Bank of Japan to raise interest rates in September.