《投资者网》吴微站在2026年1月的时间刻度往回看,资本市场对AI的狂热经历了一场从“宏大叙事”向“财务报表”的暴力回归。如果说2023-2024年是算法的“炼丹期”,那么2025年则是AI产业链真正意义上的“成年礼”。这一年,A股与港股的AI板块呈现出极为罕见的分化局面。以中际旭创(300308.SZ)、工业富联(601138.SH)为代表的算力基建龙头在波动中完成了估值重塑,而以腾讯控股(...
Source Link《投资者网》吴微站在2026年1月的时间刻度往回看,资本市场对AI的狂热经历了一场从“宏大叙事”向“财务报表”的暴力回归。如果说2023-2024年是算法的“炼丹期”,那么2025年则是AI产业链真正意义上的“成年礼”。这一年,A股与港股的AI板块呈现出极为罕见的分化局面。以中际旭创(300308.SZ)、工业富联(601138.SH)为代表的算力基建龙头在波动中完成了估值重塑,而以腾讯控股(...
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