3月25日|据中证报,金牛分析师、中信建投证券首席策略官陈果表示,目前产业发展趋势没有负面事件出现,AI+产业在理论上演绎空间较大,谈不上市场过度透支,科技股行情还没有走完。目前没有其他方向有非常强的逻辑能达到AI+主线的地位,短期科技股行情是阶段性震荡整固,在这个过程中,市场也会去评估除了科技之外,其他方向的性价比。
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