港股七巨头三年总市值累计上涨101%!银河证券:当前 AI 投资非泡沫化

格隆汇
Jan 09

2025 年以来,关于 AI 泡沫的担忧与辩论迅速席卷全球金融市场与科技行业。对于当下 AI 的“狂热”是否使得科技公司估值已经“泡沫化”,市场是否处于危险的位置,是现下讨论的热点。银河证券近期研报观点指出,答案当然是否定的。逻辑在于:从政策面来讲,人工智能投资热潮并非完全由“非理性繁荣”驱动,而是与国家战略自上而下、企业发展自下而上的主动布局息息相关。国家为保障技术安全、巨头为抢占生态位、初创...

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