机构看好AI主线回归,科技巨头混合式AI布局成配置“锚点”

砍柴网
07 May

近日,多家券商密集发布5月投资策略报告,科技的布局机会成为机构共识,AI+有望成为5月主线。行业分析认为,以联想集团为代表的科技七巨头,通过锚定混合式AI,是本轮科技成长的主要观察标的。市场需求强劲,券商唱多AI在5月投资策略报告中,中信证券依然建议聚焦三个不变的大趋势:一是中国自主科技能力的提升趋势不会动摇;二是欧洲重建自主防务,提升能源、基建和资源储备的趋势不会动摇;三是中国势必要走通“双循环...

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