每经编辑|肖芮冬6月10日,AI相关板块回调,近期科技重估叙事也有所降温。展望后市,AI资本开支或将维持高位,AI agent、具身智能等应用场景正逐步商业化落地并受到政策的大力支持,该板块仍然值得投资者密切关注。来源:Wind一季度数据显示,海外头部云厂商和科技企业的资本开支同比增速维持在历史高位,并未受到关税和宏观经济等外部因素的负面影响,展现出AI走出相对独立趋势的潜力。英伟达最新公布的季报...
Source Link每经编辑|肖芮冬6月10日,AI相关板块回调,近期科技重估叙事也有所降温。展望后市,AI资本开支或将维持高位,AI agent、具身智能等应用场景正逐步商业化落地并受到政策的大力支持,该板块仍然值得投资者密切关注。来源:Wind一季度数据显示,海外头部云厂商和科技企业的资本开支同比增速维持在历史高位,并未受到关税和宏观经济等外部因素的负面影响,展现出AI走出相对独立趋势的潜力。英伟达最新公布的季报...
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