开源证券:AI+的高beta现阶段依然有望获得支撑 本轮行情为科技+周期双主线

智通财经网
Jan 13

智通财经APP获悉,开源证券发布研报称,AI+的高beta现阶段依然有望获得支撑。但该行认为从整体投资角度可以更合理的做好均衡:(1)AI硬件需跟踪性能提升的变化,且可以适当关注机构仓位较低的AI应用相关板块机会,以及科技内部高低切;(2)十五五规划首年可以更加重视新的主题向主线过渡的机会比如商业航天、脑机接口等;(3)本轮行情是科技+周期的双主线,提价线索叠加反内卷的加持下周期风格同样也大有可为...

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