上周（2.23-2.27）传媒（申万）指数整体下跌5.10%，同期沪深300 指数整体上涨1.08%，板块跑输沪深300 指数6.18%，位列所有板块第31 位；港股方面，上周恒生科技指数下跌1.41%。我们看好全年AI 行情，当前AI 已从23-25 年的技术之争，逐渐过渡到 26年的AI 超级应用入口争夺，要重视互联网大厂（字节跳动、阿里、腾讯）本身及生态链核心标的。全年ai 穿越三条线：1）...
Source Link上周（2.23-2.27）传媒（申万）指数整体下跌5.10%，同期沪深300 指数整体上涨1.08%，板块跑输沪深300 指数6.18%，位列所有板块第31 位；港股方面，上周恒生科技指数下跌1.41%。我们看好全年AI 行情，当前AI 已从23-25 年的技术之争，逐渐过渡到 26年的AI 超级应用入口争夺，要重视互联网大厂（字节跳动、阿里、腾讯）本身及生态链核心标的。全年ai 穿越三条线：1）...
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