瑞银中国股票策略研究主管王宗豪表示,尽管AI对大多数公司的收入贡献有限,且激烈的竞争可能在短期内限制盈利上行空间,但科技驱动的反弹通常使股价在业绩兑现之前上涨。今年由于流动性充足、利率下降,AI相关股票拥有估值上涨机会。回顾4G、5G和云计算时代的经验,相关公司跑赢50%—100%,这些反弹通常持续1—2年,以此类推,目前反弹似乎还未过半(尤其是软件股)。对大盘而言,由于科技股占到指数的12%—...
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