资管一线 | “AI泡沫”实为产业升级催化剂?机构布局现分歧

新华财经
Nov 20

新华财经上海11月20日(记者 魏雨田)三季度全球资本市场波动加剧,随着美股机构投资者三季度13F报告披露陆续收官,头部投资机构的调仓路径正式浮出水面。从调仓逻辑来看,科技与消费龙头成为机构加仓的核心标的,而英伟达则在机构间引发分歧。当前市场围绕“AI泡沫”的争论愈演愈烈,不过机构普遍认为,当下AI领域的高预期实为产业升级的重要催化剂,且技术商业化进程已实质性启动,具备核心优势的头部平台将持续受益...

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