6月27日，东北证券近日发表研报复盘2023年AI与2024年下半年至今AI行情，此轮AI走强本质是国产模型崛起。1）2023年AI大行情与2024年下半年至今AI大行情区别在于：a）市场环境不同；b）国产链成熟度不同；c）落地方向和产业生态不同；2）下半年全面看多AI应用生态崛起：认为过去几轮技术革命后计算机软件板块波动走势的根本原因在于a)新技术冲击下产品成熟需要周期；b）技术更迭较快，每轮...
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