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UBS On-Air: House View · July 28

House View Daily | Semis sell-off highlights broader equity opportunities

While we remain constructive on semiconductors amid solid AI demand, recent market performance highlights the case for broader equity exposure. Strong earnings momentum across sectors and regions points to a wider set of opportunities for investors.

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While we remain constructive on semiconductors amid solid AI demand, recent market performance highlights the case for broader equity exposure. Strong earnings momentum across sectors and regions points to a wider set of opportunities for investors.

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