随着财报季到来,再次打开检验上市公司经营成色的窗口期。同时,近期南向资金和外资回流持续带动港股流动性改善,伴随AI技术快速迭代推动“AI牛”,稳消费政策优先级显著提升,让市场对消费板块的预期不断升温……多重因素揭示着新的投资机遇。望向AI与消费两大主线交叠之处,“AI+”概念不断向消费端延伸,在“泛AI化”浪潮中捕捉结构性机遇也失为一种可行的投资策略。毕竟技术突破仅是起点,价值的释放在于 AI ...
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