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格隆汇3月16日｜海通证券首席经济学家荀玉根认为，美股大跌往往表明美国经济出现问题，全球权益资产均难独善其身。最佳情景是美股震荡、A股和港股齐涨。AI革命如顺利助力中国新旧动能转换，中国资产有望再现类似20年前的重估。荀玉根表示，我国在AI应用领域有望凭借庞大市场和用户基础为应用创新提供肥沃土壤，AI革命将成为驱动经济新旧动能转换的重要力量，未来AI应用、半导体、高端制造等领域有望涌现出更多有国际影响力的科技巨头，或推动中国资产重估从宏大叙事走向现实。

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