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AI投资逻辑重塑 新投资主线逐渐明晰_蜘蛛资讯网

伊朗称美国人很快会怀念现在的油价

。  在平安鑫安混合基金经理林清源看来,美股的恐慌对A股不仅不是利空,反而是长期的相对利好。A股科技板块的底层资产结构以“硬件制造”为主,天然契合当前资金向“重资产、硬科技”避险的宏观趋势。  兴业证券经济与金融研究院海外研究中心总经理助理、海外TMT首席分析师洪嘉骏认为,近期美股出现的“AI鬼故事”式调整,属于情绪与估值层面的再定价,并非AI产业周期的终结。这一波动对中国AI产业整体以短期情绪传

怀疑”。  截至收盘,标普500指数上涨1.1%,报7432.97点;  道琼斯工业平均指数上涨1.3%,报50009.35点;  纳斯达克综合指数上涨1.5%,报26270.36点;  纳斯达克100指数上涨1.7%,报29297.7点;  罗素2000指数上涨2.6%,报2817.365点。责任编辑:丁文武

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