The AI gold rush driven by abundant liquidity has dominated this year's investment landscape, CLSA released a research report saying. Looking ahead to 2026, the broker saw substantial evidence that AI trade is nearing the end of its momentum.
Although the core assumption is that the momentum and profits will continue into 1H26 before reaching a tipping point, tCLSA set a mid-2026 target of 7,200 for the S&P 500.
CLSA currently rated South Korea at Overweight, considering it the most preferred investment target for AI momentum, meanwhile considering India and, to a lesser extent, Indonesia as primary rotation destinations for 1H26 if the tech rally subsides.
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AASTOCKS Financial News
Website: www.aastocks.com
| SG Top Picks |
| Stock & Type |
Code |
Strike(Call Level) |
Last |
Effective Gearing |
| SENTM (C) |
23331 |
3.01 (-) |
0.158 |
4.2 X |
| SENTM (P) |
21518 |
1.98 (-) |
0.203 |
3.6 X |
| SENTM (Bull) |
53131 |
1.93 (1.99) |
0.047 |
9.1 X |
| SENTM (Bull) |
53132 |
1.82 (1.88) |
0.072 |
5.9 X |
| KINGD (C) |
23236 |
18.89 (-) |
0.104 |
4.1 X |
| HKEX (C) |
16460 |
518.5 (-) |
0.048 |
10.8 X |
| HKEX (C) |
23464 |
464.19 (-) |
0.137 |
8.6 X |
| HKEX (P) |
20646 |
387.8 (-) |
0.088 |
14.3 X |
| HKEX (P) |
21911 |
359.8 (-) |
0.136 |
7.5 X |
| HKEX (Bull) |
69254 |
388 (390) |
0.034 |
23.8 X |
| HKEX (Bull) |
59086 |
368.6 (370.6) |
0.073 |
11.1 X |
| HKEX (Bear) |
55993 |
432 (430) |
0.055 |
14.7 X |
| HKEX (Bear) |
55886 |
422 (420) |
0.036 |
22.4 X |
| TENCT (C) |
22876 |
810 (-) |
0.064 |
10.5 X |
| TENCT (C) |
23065 |
759.38 (-) |
0.092 |
10.4 X |
| TENCT (C) |
28534 |
560.5 (-) |
0.133 |
6.6 X |
| TENCT (P) |
21410 |
570.27 (-) |
0.147 |
11.8 X |
| TENCT (P) |
20800 |
530.38 (-) |
0.052 |
14.9 X |
| TENCT (Bull) |
68501 |
577.5 (580.5) |
0.062 |
19.5 X |
| TENCT (Bull) |
66994 |
562 (565) |
0.094 |
12.8 X |
| TENCT (Bear) |
55685 |
648 (645) |
0.069 |
17.5 X |
| TENCT (Bear) |
57304 |
628 (625) |
0.041 |
29.4 X |
| LENOV (C) |
19438 |
13.51 (-) |
0.021 |
9.4 X |
| LENOV (C) |
15911 |
11.62 (-) |
0.055 |
5.7 X |
| FPGM (C) |
23532 |
58.93 (-) |
0.166 |
2.6 X |
| BAIDU (C) |
21044 |
150 (-) |
0.043 |
6.9 X |
| BAIDU (C) |
21914 |
138.1 (-) |
0.054 |
7.1 X |
| BAIDU (P) |
20802 |
113.78 (-) |
0.138 |
3.2 X |
| BAIDU (P) |
20797 |
95.83 (-) |
0.060 |
6.4 X |
| BAIDU (Bull) |
57344 |
107.5 (109.5) |
0.025 |
9.5 X |
| BAIDU (Bull) |
54866 |
103 (105) |
0.035 |
6.8 X |
| BAIDU (Bear) |
53254 |
157 (155) |
0.068 |
3.5 X |
| BAIDU (Bear) |
54890 |
142.6 (140.6) |
0.043 |
5.5 X |
| ALIBA (C) |
13009 |
182.09 (-) |
0.039 |
8.6 X |
| ALIBA (C) |
15287 |
170.1 (-) |
0.062 |
7.7 X |
| ALIBA (C) |
23064 |
164.09 (-) |
0.086 |
6.8 X |
| ALIBA (P) |
20801 |
134.9 (-) |
0.073 |
5.8 X |
| ALIBA (P) |
20642 |
126.78 (-) |
0.071 |
5.0 X |
| ALIBA (Bull) |
56407 |
141 (142.5) |
0.092 |
16.2 X |
| ALIBA (Bull) |
56226 |
136.9 (138.4) |
0.028 |
10.6 X |
| ALIBA (Bear) |
54644 |
166.5 (165) |
0.029 |
10.2 X |
| ALIBA (Bear) |
55891 |
161.5 (160) |
0.022 |
13.5 X |
| ALPBE (C) |
10080 |
360 (-) |
0.390 |
5.1 X |
| ALPBE (P) |
10012 |
230 (-) |
0.147 |
4.6 X |
| Nvidia (C) |
10055 |
230 (-) |
0.107 |
6.4 X |
| Nvidia (P) |
10057 |
165 (-) |
0.235 |
3.9 X |
| MSFT (C) |
10744 |
600 (-) |
0.068 |
12.8 X |
| MSFT (P) |
10715 |
435 (-) |
0.233 |
8.1 X |
| AMZN (C) |
10004 |
280 (-) |
0.098 |
8.3 X |
| AMZN (P) |
10700 |
180 (-) |
0.063 |
7.4 X |
| TSLA (C) |
10010 |
530 (-) |
0.540 |
5.3 X |
| TSLA (P) |
10011 |
370 (-) |
0.280 |
4.8 X |
| APPLE (C) |
10079 |
320 (-) |
0.197 |
7.5 X |
| APPLE (P) |
10793 |
210 (-) |
0.035 |
9.2 X |
| META (C) |
10003 |
900 (-) |
0.156 |
8.5 X |
| META (P) |
10757 |
700 (-) |
1.450 |
3.8 X |
| Broadcom (C) |
10072 |
435 (-) |
0.385 |
5.2 X |
| Broadcom (P) |
10073 |
310 (-) |
0.385 |
3.8 X |
