机构看多新一轮“AI牛”,科技龙头盈利中枢上移

砍柴网
20 May

近期,AI科技成长方向的题材持续火热,相关板块领涨市场。目前,公募机构调研热度持续攀升,AI硬科技公司成为机构关注的焦点。分析认为,四月份回落的资本市场,给了很多核心行业的优质公司很好的投资机会。管理人仍然看好这轮AI周期在国内公司上的演进和变现,下半年围绕着大模型的迭代和变现会有更多的应用场景可以期待。AI科技龙头联想集团的股价最近持续向上,一个多月来涨幅达到32.8%(4月9日至5月19日)。...

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