Woofun AI reports that Goldman Sachs, JPMorgan Chase, Bank of America, UBS, and Morgan Stanley advocate purchasing semiconductor stocks during the current correction, while emphasizing a shift toward selective individual equity investment rather than broad sector allocation. Goldman Sachs and Morgan Stanley highlight the need for stock-specific selection, with Goldman Sachs maintaining optimism for CPU, ASIC, memory, and equipment subsectors like AMD and Applied Materials, while Morgan Stanley suggests potential rotation toward cloud computing infrastructure beneficiaries. JPMorgan Chase and Bank of America affirm the long-term uptrend in AI chip demand, noting healthy supply-demand balance and an 8-to-10-year growth cycle, with Bank of America recommending leaders such as Nvidia, Broadcom, Lam Research, and KLA. UBS reinforces that short-term fluctuations offer gradual entry points for long-term investors, as the fundamental logic for AI investment remains intact.