当前,高端制造作为推动产业升级与经济高质量发展的关键领域,在AI技术深度融合与硬实力持续突破的双重驱动下,正迎来新的发展机遇与投资窗口。在此背景下,在主题为“长风浩荡,云程万里”的国泰基金2025年秋季策略会上,国泰基金基金经理王阳围绕高端制造板块展开分享,明确指出当前及中长期该领域投资方向具有较高确定性,并提出2025年高端制造与硬科技领域的核心投资逻辑为“AI+硬实力”,同时强调将聚焦智能驾驶...
Source Link当前,高端制造作为推动产业升级与经济高质量发展的关键领域,在AI技术深度融合与硬实力持续突破的双重驱动下,正迎来新的发展机遇与投资窗口。在此背景下,在主题为“长风浩荡,云程万里”的国泰基金2025年秋季策略会上,国泰基金基金经理王阳围绕高端制造板块展开分享,明确指出当前及中长期该领域投资方向具有较高确定性,并提出2025年高端制造与硬科技领域的核心投资逻辑为“AI+硬实力”,同时强调将聚焦智能驾驶...
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