科技创新是长期主题 关注6G、具身智能等前沿机会

金融投资报
Nov 07, 2025

新质生产力在“十五五”规划建议中被频繁提及,科技创新则已被摆在国家发展战略全局的核心位置。有分析指出,近年来,新质生产力被视为重要的投资主线,随着新一轮科技革命和产业变革加速突破,全球科技创新进入空前密集活跃期,科技创新正成为提高生产效率、提升供给能力、激发潜在增长率的关键助力。因此,建议关注6G、具身智能等前沿科技领域的市场机会。6G:技术迭代催生周期性机遇随着5G-A进入规模商用阶段,6G成为...

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