AI叙事引领中国资产迎“高光时刻” 这支云计算稀缺标的或成“科技牛”

砍柴网
29 May

今年以来,在高估值、贸易政策不确定性等多重因素下,资本市场对美国资产态度越发谨慎。而另一边,中国资产在科技创新叙事的引领下引爆投资热潮,中国资产向上重估已成为全球共识。5月以来,高盛、野村、瑞银等外资机构竞相唱多中国资产,野村更将中国股票评级大幅上调至“战术性超配”。高瓴、高毅、景林等多家资管巨头纷纷加速布局中国资产。在二级市场,投资者们也纷纷“用脚投票”,不断推高中国资产的投资热潮。今年以来,...

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