我们认为2026 年将是争夺AI 时代用户心智的关键之年,降低使用门槛、助力提升决策效率、创造真实价值是关注重点。而传统互联网业务中,具备稳定的主业现金流支撑AI 相关业务投资和探索、拥有丰富的应用场景积累数据触达用户、供应链能力突出且业务运营能力出众支撑出海打开增量空间的公司或具备更高的长期投资价值。我们仍建议采用“杠铃型”的投资策略,同时关注盈利增长的确定性及AI 带来的新增量。1)AI 主题...
Source Link我们认为2026 年将是争夺AI 时代用户心智的关键之年,降低使用门槛、助力提升决策效率、创造真实价值是关注重点。而传统互联网业务中,具备稳定的主业现金流支撑AI 相关业务投资和探索、拥有丰富的应用场景积累数据触达用户、供应链能力突出且业务运营能力出众支撑出海打开增量空间的公司或具备更高的长期投资价值。我们仍建议采用“杠铃型”的投资策略,同时关注盈利增长的确定性及AI 带来的新增量。1)AI 主题...
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.