【权益风向标】市场波动加剧!平安基金刘洁倩划重点:AI人工智能、消费电子仍具关注价值

平安基金微视界
Oct 16

近期,市场在出口政策调整与关税预期交织的背景下震荡加剧,但成交仍然较为活跃。截至10月15日,A股成交额已经连续40个交易日超过2万亿。从短期来看,科技主线部分细分领域出现回调,红利资产因防御属性重获资金青睐。平安基金刘洁倩表示,以AI人工智能、消费电子等为代表的科技板块作为这一轮市场的主线之一,具备持续跟踪价值。“AI人工智能近期国内外进展均较快。海外来看,OpenAI近期仍在持续动作。除了前期...

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