華泰證券：“AI+消費”迎政策春風推薦兩條投資主線

格隆匯

08/29

華泰證券研報稱，“AI+”正帶來前所未有的變革，消費尤其是智能硬件企業也積極參與其中搶抓機遇。《關於深入實施“人工智能+”行動的意見》的出臺將推動相關產業加速發展。對此，華泰證券梳理了兩條投資主線：1.“AI+”硬件：看好AI眼鏡、掃地機、全景相機、NAS以及3C配件五個領域；2.“AI+”基礎設施：全民AI需求的增長又會反向拉動算力基礎設施的投資。

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

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華泰證券：“AI+消費”迎政策春風 推薦兩條投資主線

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華泰證券：“AI+消費”迎政策春風推薦兩條投資主線