汇丰研究发表研报指,从美国AI板块上升中汲取经验,认为美股较中国股市更受基本面因素驱动,同时发现中国AI价值链相对于美国市场,目前仍存在较大的估值折让,而自2020年起中国AI应用类公司在收入增长上较美国同业优胜,根据市场普遍预期未来两年两者股本回报率差距将大幅缩小,表明下游应用类股份可能将是AI产业下一轮迎来重估的关键所在。考虑到估值折让及基本面的改善,该行重申对中国AI股份中长期发展持建设性...
Source Link汇丰研究发表研报指,从美国AI板块上升中汲取经验,认为美股较中国股市更受基本面因素驱动,同时发现中国AI价值链相对于美国市场,目前仍存在较大的估值折让,而自2020年起中国AI应用类公司在收入增长上较美国同业优胜,根据市场普遍预期未来两年两者股本回报率差距将大幅缩小,表明下游应用类股份可能将是AI产业下一轮迎来重估的关键所在。考虑到估值折让及基本面的改善,该行重申对中国AI股份中长期发展持建设性...
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