Momei Qu, Managing Director at PSP Growth, told Bloomberg Surveillance that current market fears about artificial intelligence are overblown and not rational. She argued that certain sectors with specialized, verticalized knowledge will be more insulated from AI-driven disruption than investors currently assume.

Qu's comments come amid widespread market anxiety about AI's potential to upend entire industries and displace workers. While acknowledging AI's transformative potential, she suggested that the market may be overestimating the speed and scope of disruption in sectors requiring deep domain expertise and human judgment.

The investment executive's perspective offers a counterpoint to prevailing market sentiment, which has seen investors rotate out of certain sectors perceived as vulnerable to AI automation. Her analysis suggests opportunities may exist in companies with strong competitive moats built on specialized knowledge and relationships that AI cannot easily replicate.

Qu's assessment provides a measured view of AI's impact, suggesting that while disruption is inevitable, the market's current fears may be creating mispriced opportunities in sectors with defensible intellectual property and industry-specific expertise.