Nomura research report reveals the ebbing of the "AI growth panic"! Profit realization and capital flows resonate in relay, with the AI computing power theme leading the tech stock counteroffensive.

Zhitong Finance APP has learned that the latest research report released by Nomura cross-asset strategist Charlie McElligott shows that the AI trading theme is moving out of the previous round of AI computing power and technology growth panic, which was amplified by concerns related to the surge in AI financing costs, overly crowded positioning, and the accelerated deleveraging process of hedge funds.