科技股震荡引发分歧 7月业绩基本面或成定价关键

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【科技股震荡引发分歧 7月业绩基本面或成定价关键】上周A股波动加剧,市场风格出现反转,前期持续强势的科技股调整幅度较大。如何看待近期AI板块的调整?券商策略展望出现较大分歧。不过,双方共识在于,7月业绩披露窗口将至,无论是AI还是非AI板块,基本面因素都将重新成为定价核心。

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