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Business·1 g önceRésumé IA
'비중확대'→'중립'…AI 쏠림 리스크 심화
블랙록, AI 관련주 비중 높은 신흥시장 투자 의견 '비중 확대'에서 '중립'으로 하향 조정. 한국·대만 등 소수 대형주 집중된 시장 리스크 지적. 미국 기술주 비중 확대 의견은 유지.
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