UBS: AI concept stocks are expected to rise further in 2026.

According to Mars Finance, UBS Wealth Management's Chief Investment Office (CIO) mentioned in its 2026 Outlook that strong capital expenditure trends and accelerated AI adoption are expected to further drive up AI-related stocks. Min Lan Tan, Chief Investment Officer for Asia Pacific and Head of the Chief Investment Office at UBS Wealth Management, further stated: "The AI boom is developing along different paths in different regions. The US is focusing on cutting-edge infrastructure and large-scale models, while China is emphasizing algorithmic efficiency, technological self-reliance, and industrial applications. This means that the potential beneficiaries in the technology supply chain may also differ across regions."