【上海临港新片区私募基金管理有限公司孙勇：半导体赛道的投资焦点包括人工智能和智能新能源汽车】金十数据10月15日讯，上海临港新片区私募基金管理有限公司投资经理孙勇在国际金融中心与国际科创中心联动发展论坛上表示，当前在半导体赛道的投资焦点包括人工智能和智能新能源汽车等。人工智能方面，孙勇表示，2022年至今，大模型带动算力需求爆发，而算力被普遍认为是人工智能的基础设施，因此应围绕计算、存储、网络等方面进行投资布局。智能新能源汽车方面，孙勇表示，自主品牌智能电动汽车销量高速增长，国产汽车芯片出现巨大市场机遇，应关注沟槽型SiC MOS、车载数模混合类芯片、高性能MCU、智驾芯片等。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.