对话联博基金:AI热潮步入验证期 资金多元化配置方兴未艾

21世纪经济报道
Feb 10

2026年伊始,围绕AI的希冀与担忧交织,美股科技股跌跌撞撞,板块轮动已现。   联博基金市场策略负责人李长风对21世纪经济报道记者表示,尽管市场对绝对涨幅略有担忧,但AI公司的股价上涨有EPS增长作为支撑,估值提升具备合理性——这些公司盈利模式稳定、市场空间广阔,可能享有更高估值。同时,美联储降息也对科技股估值产生了积极作用。因此,他并不认为AI公司当前估值过高。   但李长风也提醒其中存在风险...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10