产业经济周报:BD出海加速 AI应用竞赛升级

德邦证券股份有...
Jan 28

本周观点:上周(1/19-1/23)市场表现分化,周期成长风格领涨。大健康方面,JPM 中国企业亮眼,BD 出海仍在加速。大消费方面,千问打通阿里生态,标志着AI 竞赛战火已经从技术比拼蔓延至商业交易的核心地带。硬科技方面,存储/逻辑芯片供给持续紧张,行业普遍价格上涨。高端制造方面,国家电网4 万亿投资或带动新能源产业成长。大健康观点:JPM 中国企业亮眼,BD 出海仍在加速。JPM2026 共有...

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