智通财经APP获悉,浙商证券发布研报称,AI应用,港股互联网先行,美联储降息落地、港股互联网传统业务或触底以及AI业务正迎快速发展三重因素共振。加之,板块估值尚处历史低位。看好港股互联网的战略配置机会。最关键的是,针对AI进展较快的互联网龙头,理解其估值空间,不能用修复逻辑,而应基于AI投资时代的成长逻辑重塑。建议关注大模型及垂类应用线索代表性公司。浙商证券主要观点如下:驱动因素一:流动性持续迎...
Source Link智通财经APP获悉,浙商证券发布研报称,AI应用,港股互联网先行,美联储降息落地、港股互联网传统业务或触底以及AI业务正迎快速发展三重因素共振。加之,板块估值尚处历史低位。看好港股互联网的战略配置机会。最关键的是,针对AI进展较快的互联网龙头,理解其估值空间,不能用修复逻辑,而应基于AI投资时代的成长逻辑重塑。建议关注大模型及垂类应用线索代表性公司。浙商证券主要观点如下:驱动因素一:流动性持续迎...
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