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/罗池婧本周观点聚焦1、本周观点:逢低布局质优景气龙头,大模型百花齐放2、深度跟踪:从阿里AI高歌猛进拆解生态链投资机会周观点逢低布局质优景气龙头,大模型百花齐放板块性价比提升,逢低布局质优景气龙头。本周板块调整较为充分,展望9月份,处于财报空窗期,叠加海外降息预期增强,流动性宽松背景下,对于估值扩张动能...
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/罗池婧本周观点聚焦1、本周观点:逢低布局质优景气龙头,大模型百花齐放2、深度跟踪:从阿里AI高歌猛进拆解生态链投资机会周观点逢低布局质优景气龙头,大模型百花齐放板块性价比提升,逢低布局质优景气龙头。本周板块调整较为充分,展望9月份,处于财报空窗期,叠加海外降息预期增强,流动性宽松背景下,对于估值扩张动能...
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