智通财经APP获悉,东方财富陈果团队发布研究报告称,中长期AI仍是主线,短期美国政府关门等事件影响下海外金融市场仍有一定不确定性,美股科技板块遭遇做空,预计对A股科技板块风险偏好还是有一定扰动,同时三季报A股海外算力代表公司业绩一定程度不及预期,市场再平衡仍将继续演绎。重点关注行业:钢铁、煤炭、电源、储能、AI应用、有色、化工、工程机械等。主题关注:人形机器人、可控核聚变、深海经济、低空经济、商业...
Source Link智通财经APP获悉,东方财富陈果团队发布研究报告称,中长期AI仍是主线,短期美国政府关门等事件影响下海外金融市场仍有一定不确定性,美股科技板块遭遇做空,预计对A股科技板块风险偏好还是有一定扰动,同时三季报A股海外算力代表公司业绩一定程度不及预期,市场再平衡仍将继续演绎。重点关注行业:钢铁、煤炭、电源、储能、AI应用、有色、化工、工程机械等。主题关注:人形机器人、可控核聚变、深海经济、低空经济、商业...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.