近期美股AI 行情阶段性地呈现出明显的“硬切软”特征,B 端AI 软件公司表现亮眼,我们看到AI 率先在数据分析、广告营销、电子商务、流程管理等领域助力B 端应用厂商加速获客或业绩释放,继续重点推荐A 股AI 应用板块。近期美股AI 行情阶段性呈现出明显的“硬切软”特征。近日多家美国AI 厂商披露财报后大涨,股价表现亮眼:Palantir 14 个交易日大涨约55%,Applovin12 个交易日...
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