人民财讯3月5日电,中信证券将本轮AI主题行情与过去ChatGPT和Sora引领的两轮行情从宏观环境以及风格切换两个角度进行比较,从宏观环境来看,宏观经济对于成长主题行情的演绎空间和节奏有较大影响,相较2023、2024年的两轮主题行情,2025年初以来“总量稳健复苏 + 政策托底”的宏观环境下,投资者对于经济增长的预期整体趋于中性,资本市场对政策见效的耐心有所增强,本轮科技主题行情的扩散或更依赖...
Source Link人民财讯3月5日电,中信证券将本轮AI主题行情与过去ChatGPT和Sora引领的两轮行情从宏观环境以及风格切换两个角度进行比较,从宏观环境来看,宏观经济对于成长主题行情的演绎空间和节奏有较大影响,相较2023、2024年的两轮主题行情,2025年初以来“总量稳健复苏 + 政策托底”的宏观环境下,投资者对于经济增长的预期整体趋于中性,资本市场对政策见效的耐心有所增强,本轮科技主题行情的扩散或更依赖...
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