最近有很多的大事件落地，比如“十五五”规划建议全文发布、美联储降息等。市场在从不确定性走向确定性的时候，恰恰迎来科技股的调整，指数也迎来调整，很多人感到焦虑。在我看来，行情休整之下，资金并未离场，只是做了一次主线切换。AI赛道调整源于交易拥挤AI产业链的几家头部公司，三季报非常亮眼。这些公司的成交额位居市场前列，享受到了充分的流动性溢价。▲数据来源：Wind因此，AI股的调整不大可能是基本面出了...
Source Link最近有很多的大事件落地，比如“十五五”规划建议全文发布、美联储降息等。市场在从不确定性走向确定性的时候，恰恰迎来科技股的调整，指数也迎来调整，很多人感到焦虑。在我看来，行情休整之下，资金并未离场，只是做了一次主线切换。AI赛道调整源于交易拥挤AI产业链的几家头部公司，三季报非常亮眼。这些公司的成交额位居市场前列，享受到了充分的流动性溢价。▲数据来源：Wind因此，AI股的调整不大可能是基本面出了...
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