AI investment logic changes? Institutions are optimistic about technology stocks continuing to rise, and funds are accelerating towards targets such as Micron Technology (MU.US).

According to the Zhtng Cijng APP, Columbia Threadneedle Investments believes that, driven by the accelerating investment in artificial intelligence (AI) infrastructure, the tech stock rally is expected to continue for at least the next few quarters, with revenue and profit expectations of related companies continuously being raised. However, as the AI competition enters a new stage, the flow of funds and competitive landscape within the market are changing, and investors are paying more attention to which companies can truly benefit from the AI capital expenditure wave.