比推消息，据金十报道，中信证券研报指出，全球风险资产的波动表面是流动性问题，本质是风险资产对于 AI 单一叙事过于依赖，当产业发展速度（尤其是商业化）跟不上二级市场的节奏时，适当的估值修正也是一种纾解风险的方式。AI 拓宽商业化场景、成本端硬件让利、金融稳定风险上升迫使美联储提前降息都可能会打破当前僵局。
比推消息，据金十报道，中信证券研报指出，全球风险资产的波动表面是流动性问题，本质是风险资产对于 AI 单一叙事过于依赖，当产业发展速度（尤其是商业化）跟不上二级市场的节奏时，适当的估值修正也是一种纾解风险的方式。AI 拓宽商业化场景、成本端硬件让利、金融稳定风险上升迫使美联储提前降息都可能会打破当前僵局。
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