每经记者|刘明涛 每经编辑|叶峰 自去年“9·24”以来,在人工智能加速发展的背景下,A股开启科技股牛市行情。今年以来,市场呈现结构性牛市特征,一边是“中小登股”狂欢大涨,另一边则是“老登股”持续阴跌。此前“坚决不碰”科技股的林园,如今也涉足该领域,且坦言为此“愁到睡不着”。本周,《每日经济新闻·将进酒》记者独家专访知名私募、林园投资董事长林园,他也表达了对科技股投资的最新看法。...
Source Link每经记者|刘明涛 每经编辑|叶峰 自去年“9·24”以来,在人工智能加速发展的背景下,A股开启科技股牛市行情。今年以来,市场呈现结构性牛市特征,一边是“中小登股”狂欢大涨,另一边则是“老登股”持续阴跌。此前“坚决不碰”科技股的林园,如今也涉足该领域,且坦言为此“愁到睡不着”。本周,《每日经济新闻·将进酒》记者独家专访知名私募、林园投资董事长林园,他也表达了对科技股投资的最新看法。...
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