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Jefferies is advising clients to buy high-quality equities the AI momentum trade has passed over, framing the approach as a lower-stress summer positioning strategy.
The bank's available summary specified no tickers, sectors, or price targets. The call Jefferies is presenting the divergence between AI-driven momentum names and the broader quality universe as a summer entry point.
The firm characterizes the targeted stocks as high quality and describes the strategy as low-stress. It did not name specific holdings or explain its quality criteria in the available summary reviewed by Newssos.
The AI momentum trade has narrowed attention to a concentrated set of names this year, leaving a broad range of equities behind on a relative basis. Jefferies is making the case that the overlooked group warrants a look.
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