【券商聚焦】国元证券经纪:AI商业化验证期 关注互联网龙头标的

金吾财讯
4 hours ago

(原标题:【券商聚焦】国元证券经纪:AI商业化验证期 关注互联网龙头标的)金吾财讯|国元证券经纪(香港)发布研报指,2026年将是AI应用和商业化落地的关键年,互联网文娱板块的竞争力将取决于AI技术融合程度。上周恒生科技指数跌0.42%,软件与服务板块PE-TTM达28.9x处于高位。中央经济工作会议定调"稳中求进",扩大内需政策利好互联网行业长期发展。 报告显示,受美联储降息预期摇摆及监管政策...

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