Krungsri held a mid-year investment outlook seminar presenting AI Agents—autonomous AI systems that can plan, decide, and coordinate across systems—as a structural economic shift with investment opportunities across the entire AI ecosystem (semiconductors, cloud, data centers, and AI-enabled businesses), not just mega-cap tech. The bank recommends a Core & Satellite portfolio strategy balancing long-term global diversification with thematic bets on AI infrastructure and momentum stocks to navigate H2 2026's geopolitical volatility and energy headwinds.