从“估值折价”到“成长溢价”,港股AI龙头资产重估潜力凸显

砍柴网
05 Jun

近期,多家券商发布6月策略,看好港股AI科技主线。国信证券认为,上半年业绩不断上修、南向资金不断加码、美元指数走弱,这些都是支撑港股中长期走强的理由。国信证券选股模型推荐联想集团等港股标的。业内分析认为,随着混合式人工智能加速落地,AI功能在PC、手机等终端加速渗透,再加上企业智造转型及边缘计算等领域构建的市场优势,联想集团基本业务表现出强劲增长动能,有望在本轮行情中深度受益。科技成长板块投资机会...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10