机构看多新一轮“科技牛”,AI龙头盈利中枢上移

赛迪网
03 Apr

科技股进入回调,后续走势何去何从?海外投行给出答案。近日,德意志银行集团私人银行部首席投资官办公室(CIO)最新报告指出,中国科技巨头为代表的中国优质科技资产正迎来AI信心与政策红利的双重驱动带来的估值重构机会。业内分析认为,联想集团凭借混合式AI战略布局,在个人电脑向AI PC迭代、企业智造转型及边缘计算等领域构建市场优势,有望在AI科技资产重估中受益。科技成长板块投资机会凸显今年以来,中国...

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