4月4日|中金公司最新研报指出,去年924以来,市场重回成长风格且涨幅较大,但近期AI主线波动加大并出现了风格切换迹象,不少投资者担忧估值高、交易拥挤、流动性紧等因素导致成长行情终结。对此,中金公司表示,当前AI成长行情或仍在早期,回调迎来布局机会。产业趋势上,我国AI产业的高景气或仍在早期,预计算力、云计算等基础设施有望率先兑现业绩,应用端在下半年至明年也有望贡献盈利,产业趋势叠加科技叙事改善...
Source Link4月4日|中金公司最新研报指出,去年924以来,市场重回成长风格且涨幅较大,但近期AI主线波动加大并出现了风格切换迹象,不少投资者担忧估值高、交易拥挤、流动性紧等因素导致成长行情终结。对此,中金公司表示,当前AI成长行情或仍在早期,回调迎来布局机会。产业趋势上,我国AI产业的高景气或仍在早期,预计算力、云计算等基础设施有望率先兑现业绩,应用端在下半年至明年也有望贡献盈利,产业趋势叠加科技叙事改善...
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