Guolai Securities Analyst States AI Bubble Unlikely in 2026, Probably Not in 2027 Either

According to Guru Club, on June 29, Gao Chang Liu, chief analyst at Guolai Securities' research institute, stated at the Guru Club Mid-Year Strategy Summit that AI bubble discussions should not dominate in 2026 or necessarily occur in 2027. Liu noted that cloud service providers are in early financing stages for AI projects, describing AI as a confirmed, necessary tool driving significant economic restructuring and productivity gains that continues to advance rapidly.
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