Here's your summary from AI Stocks in Focus in BlackRock’s 2024 Mid-Year Outlook (https://www.youtube.com/watch?v=d2opbV0nPsc) on the Bloomberg Television channel:
### TLDR:
Investing in AI stocks, particularly in Japanese equities, is recommended in BlackRock's 2024 Mid-Year Outlook.
### Key Points:
1. US equities are still favored due to positive surprises in earnings driven by AI, with a shift towards focusing on transformations in the real economy.
2. Identifying winners in the AI sector is challenging due to unprecedented uncertainty, but potential winners include companies in healthcare, financials, and industrials.
3. Japanese equities are a top pick due to companies exceeding earnings expectations, corporate governance improvements, and potential policy interventions to stabilize the currency.
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