Bank of America: Tech Stock Exposure at 2020 Peak

A survey conducted by Bank of America shows that global investors are increasing their exposure to technology stocks, with more fund managers allocating over 37% of their portfolios to the sector—its highest level since August 2020. This comes amid growing calls to be cautious about the possibility of a bubble forming in the artificial intelligence market by 2027, as many express concerns that future returns may not justify the substantial spending on technology development. Meanwhile, investors are beginning to reassess their stance on stocks, with a shift toward bonds, as the yield on 10-year U.S. Treasury bonds rises to 5.19%. This level may prompt more investors to move their investments from stocks to bonds. Additionally, shares of semiconductor companies and South Korean firms have declined due to market sensitivity toward the technology and artificial intelligence sectors.

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