点击上方“公众号”可订阅哦!兴业证券计算机小组蒋佳霖/孙乾/杨本鸿/陈鑫/张旭光/杨海盟/桂杨本周观点聚焦1、本周观点:聚焦AI赛道龙头及中报预喜2、深度跟踪:Agent:数据和场景为王,大模型加速驱动周观点聚焦AI赛道龙头及中报预喜聚焦核心赛道龙头及中报预喜。当前,正处于中报预告窗口,市场较为关心重点公司中报数据,以及产业边际变化。从海外市场来看,以英伟达、微软为代表的AI龙头及纳指持续创新高,...
Source Link点击上方“公众号”可订阅哦!兴业证券计算机小组蒋佳霖/孙乾/杨本鸿/陈鑫/张旭光/杨海盟/桂杨本周观点聚焦1、本周观点:聚焦AI赛道龙头及中报预喜2、深度跟踪:Agent:数据和场景为王,大模型加速驱动周观点聚焦AI赛道龙头及中报预喜聚焦核心赛道龙头及中报预喜。当前,正处于中报预告窗口,市场较为关心重点公司中报数据,以及产业边际变化。从海外市场来看,以英伟达、微软为代表的AI龙头及纳指持续创新高,...
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