JPMorgan: Robots and self-driving cars could be the next AI winners

"AI is a theme that will persist in the long term," Rasid said. "The speed of mass adoption is really, really fast, especially in the field of generative AI." She added that as AI-related winners expand beyond the hyperscale cloud service providers, profit growth has been driving returns in the major markets. However, she noted that the triple-digit percentage returns achieved by the Korea Composite Stock Price Index in the first half of the year are unlikely to be repeated in the second half, and may instead slow down, as companies are less likely to maintain their strong pricing power in hardware.