Abweichende Einschätzung für den Videospielbereich
Teilsektoren mit Wachstum: 5G, künstliche Intelligenz, industrielle Automatisierung, autonomes Fahren und das IoT
Skeptische Haltung bei der zyklischen Halbleiterindustrie
Die Technologiebranche durchläuft derzeit eine schwierige Phase, bei der sich die Konsumgewohnheiten normalisieren, aber wie bei den meisten Abschwungphasen gehen wir davon aus, dass dieser Zustand nicht von langer Dauer sein wird. Die meisten langfristigen Trends bleiben intakt, und in vielen Fällen wurden sie durch die Pandemie noch beschleunigt. Beispiele hierfür sind E-Commerce, Cloud Computing, digitales Marketing und digitale Unterhaltung. Hinzu kommt, dass viele Teilsektoren noch in den Anfängen des Wachstums stehen. Dazu zählen 5G, künstliche Intelligenz, industrielle
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