Capital Investment Trust Says AI Remains Key Q2 Theme, Favors Semiconductors and Grid Equipment

Capital Investment Trust's second-quarter outlook identifies artificial intelligence demand as a key growth driver for global equities, with the U.S., Taiwanese and Japanese markets all expected to benefit. Although escalating geopolitical conflicts could fuel short-term volatility, long-term demand for AI semiconductors, grid equipment and optical communications remains supported by fundamentals. The report did not disclose any related investment amounts.

The latest outlook says geopolitical conflicts are more likely to reshuffle capital flows than reverse AI's long-term trend. For the second quarter, Capital Investment Trust is focusing on grid equipment in the U.S. market and favors optical communications and AI semiconductors in Taiwan, with capital expected to continue rotating among AI subsectors. The report specifies only the second-quarter timeframe, without an exact publication date or investment amount.