在政策与企业创新共同推动下,AI 正以扩大化的深度和广度,复制 10 年前“互联网 +”产业浪潮带来的资本市场投资机遇。9 月 22 日,东吴证券发布策略报告称,AI 投资呈现出高低切换行情,上游算力硬件涨幅累积较厚,风险收益比降低。基于产业趋势确定性和赔率思维,建议在产业链中相对滞涨分支“另开一桌”。东吴证券建议,后续值得关注的方向一是中上游存储、AIDC 相关领域;二是下游 AI 应用,包括 ...
Source Link在政策与企业创新共同推动下,AI 正以扩大化的深度和广度,复制 10 年前“互联网 +”产业浪潮带来的资本市场投资机遇。9 月 22 日,东吴证券发布策略报告称,AI 投资呈现出高低切换行情,上游算力硬件涨幅累积较厚,风险收益比降低。基于产业趋势确定性和赔率思维,建议在产业链中相对滞涨分支“另开一桌”。东吴证券建议,后续值得关注的方向一是中上游存储、AIDC 相关领域;二是下游 AI 应用,包括 ...
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