今年收益90%,闫思倩:A股将延续慢牛,更看好科技主线,AI时代刚刚开始,明年机器人会有简单的应用场景

华尔街见闻
Oct 17

近期,鹏华基金闫思倩分享了对科技成长股的投资看法。 投资作业本课代表整理了要点如下: 1、A股整体将延续慢牛格局,存在结构性机会,包括与全球共振的有色、大宗商品、黄金,以及AI等全球科技主线,还有我们非常看好的制造业升级、智能化机器人(无论是在工业领域还是消费端与AI科技的融合)等。 2、真正的AI应用其实才刚刚开始,空间最大的机器人领域也才刚刚起步。 我们判断全球的科技周期,每一轮至少要持续...

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