策略|AI 竞赛未半,算力核心板块盘整阶段的机会—周度策略行业配置观点

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专 题 报 告投资策略研究AI 竞赛未半,算力核心板块盘整阶段的机会——周度策略行业配置观点点击查看全文一周热点事件复盘:一周热点事件复盘:美国 8 月 CPI 符合预期,OpenAI与甲骨文达成 3000 亿元协议,阿里开源 Qwen3-Next 模型,新型储能行动方案落地。本周(2025 年 9 月 8 日-2025 年 9 月 12 日)A 股延续上周五的态势,整体强劲反弹,上证指数周涨 ...

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