整体策略:本周我们建议重点关注港股科技公司的价值重估,继续看好AI 算力国内链的科技自主内循环以及海外链的持续景气,关注AI 端侧硬件变化带来的果链投资机会,看好AI 驱动的PCB 产业投资机会,关注存储行业的复苏,维持对于下半年AI 应用商业化提速的判断及国内AI 应用软件公司的推荐,关注游戏产业的投资机会。关注港股科技公司的价值重估。中国科技龙头企业的AI 投入正在进入规模化扩张阶段,AI ...
Source Link整体策略:本周我们建议重点关注港股科技公司的价值重估,继续看好AI 算力国内链的科技自主内循环以及海外链的持续景气,关注AI 端侧硬件变化带来的果链投资机会,看好AI 驱动的PCB 产业投资机会,关注存储行业的复苏,维持对于下半年AI 应用商业化提速的判断及国内AI 应用软件公司的推荐,关注游戏产业的投资机会。关注港股科技公司的价值重估。中国科技龙头企业的AI 投入正在进入规模化扩张阶段,AI ...
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