---
title: "After a concentrated selloff, an attractive buying point has emerged in the upstream AI supply… — 摩根大通全球市场策略主管Dubravko — DecisionGateway"
description: "prediction by 摩根大通全球市场策略主管Dubravko, recorded recently — verbatim quote and source citation."
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  "og:title": "After a concentrated selloff, an attractive buying point has emerged in the upstream AI supply… — 摩根大通全球市场策略主管Dubravko — DecisionGateway"
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prediction

# **After a concentrated selloff, an attractive buying point has emerged in the upstream AI supply chain.**

A prediction by [**摩根大通全球市场策略主管Dubravko**](https://dgw.tmarket.io/actors/01a1d524-680c-7777-b986-6910a149a69e). Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *AI产业链上游经过集中抛售后出现有吸引力的买点*

channelpanewsPublished 2026-11-10 [ Read source](https://t.me/channelpanews/185520)

[**摩根大通全球市场策略主管Dubravko dossier **](https://dgw.tmarket.io/actors/01a1d524-680c-7777-b986-6910a149a69e)

## **Related claims**

[**Price corrections and industry demand changes must be observed separately; given Taiwan tech industry's supply chain position and corporate profit performance, AI remains an important driver of medium- to long-term growth.**張雅雯 · statement](https://dgw.tmarket.io/claims/01a1cf2b-9fd6-7621-910c-b52685b7e680) [**J.P. Morgan sees sustained AI-driven demand across the semiconductor supply chain.**J.P. Morgan · prediction](https://dgw.tmarket.io/claims/01a1d6bd-3e24-7e52-841a-126d2ee534fd) [**AI stocks had already witnessed a massive rally.**thefinancialexpressonline · statement](https://dgw.tmarket.io/claims/01a1ca38-6ed2-7092-a6d1-ba209ec4b343) [**The possibility of bargain buying remains due to the short-term excessive decline, and a selective approach centered on quality companies with solid AI and cloud results and strong cash generation is needed.**HANA Global Weekly · prediction](https://dgw.tmarket.io/claims/01a1d4a7-02bc-7ba9-be1d-245d270da939) [**Semiconductor, chipmaking and AI infrastructure stocks faced heavy selling immediately after the results.**thefinancialexpressonline · statement](https://dgw.tmarket.io/claims/01a1ca38-6eab-706a-994b-dced3b6853f8) [**Asian markets are taking a hit in an AI stock sell-off.**gulfnewsuae · statement](https://dgw.tmarket.io/claims/01a1c93b-73d4-7004-abf1-1bf9e516235a)

## **More claims by 摩根大通全球市场策略主管Dubravko**

[**Consumer cyclical stocks remain weighed down by high oil prices, borrowing costs and housing shortages, but apparel, restaurants and retail are favored over the long term.**prediction](https://dgw.tmarket.io/claims/01a1d524-6903-7ae7-b89c-33d02e9b02eb) [**Low-volatility stocks have become less attractive; if still allocating, healthcare is the top choice, followed by utilities and consumer staples.**prediction](https://dgw.tmarket.io/claims/01a1d524-68f1-7757-8dc0-d94249092ebd) [**Large cloud computing providers have limited short-term upside, but over the medium term they are expected to benefit from tighter computing power supply, which improves pricing power, margins and cash flow.**prediction](https://dgw.tmarket.io/claims/01a1d524-68cc-74a2-8566-c45bee464251) [**The strategy amounts to being bullish on tech stocks outperforming energy and defensive sectors.**prediction](https://dgw.tmarket.io/claims/01a1d524-689e-7d4d-a2c9-44adc51199fd) [**JPMorgan's global market strategist Dubravko recommends going long on stocks that performed strongly over the past 12 months and shorting stocks that performed strongly over the past 3 months.**commitment](https://dgw.tmarket.io/claims/01a1d524-685e-7af5-950e-ce5daf4805c6)

[All claims by 摩根大通全球市场策略主管Dubravko](https://dgw.tmarket.io/claims?claimant_id=01a1d524-680c-7777-b986-6910a149a69e)

[All claims](https://dgw.tmarket.io/claims)

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```

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