股票分类方式要颠覆?瑞银报告建议:打破传统投资框架束缚

智通财经APP
Oct 09

自ChatGPT推出以来,人工智能已从技术概念跃升为全球股市回报的 “决定性引擎”。瑞银首席投资办公室近日发布全球股票策略报告指出,AI正打破传统投资框架的束缚,成为股票配置中关键的差异化因素,而投资者若想捕捉AI红利,需跳出宽泛的地区、行业或风格标签,聚焦企业将AI转化为竞争优势的核心能力。Part.01传统股票分类框架:解释力不足的 “旧地图”长期以来,全球投资界构建股票组合时,高度依赖源于 ...

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