摩根大通:人工智能正步入新阶段 有望利好中国科技股

环球市场播报
Feb 11, 2025

  摩根大通Tony Lee等策略师表示,人工智能正在进入一个新阶段,其应用程序将推动下一波价值创造,这可能利好中国。

  指出人工智能的推广和相对较低的估值使中国科技股有望跑赢

  建议买入阿里巴巴百度比亚迪腾讯、小米、小鹏汽车等对人工智能应用有显著敞口且期权市场流动性较强的一篮子股票3个月期“最差看涨期权”。

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