While acknowledging that making long-term predictions in the face of technological innovation is “difficult,” BofA notes that Facebook/Meta and Google/Alphabet did not replace print advertising overnight but that over 20 years, consumer behavior changed to dramatically shrink the print ads market. “We are not arguing that insurance intermediaries will disappear or that Coca-Cola will buy its insurance from a chatbot,” BofA said, but it urged investors to look closely at this sector, as insurance distributor stocks do not seem to be discounting the risks.
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「中國國防預算很可能再度增長。 具體數額尚不明確，但考慮到國際形象考量，預計仍將延續近年個位數增幅的策略。」 德國墨卡托研究中心（MERICS）分析員李愛玲（Helena Legarda）指出。