景顺莱维特:科技股回调并非AI行情终结,看好中国资产长期机会

智通财经
Aug 03
【景顺莱维特:科技股回调并非AI行情终结,看好中国资产长期机会】7月30日,景顺首席全球市场策略师布莱恩·莱维特在北京接受21世纪经济报道记者专访时表示,近期市场担忧主要集中在AI投资是否过热、地缘政治风险以及美联储是否“落后于形势”三大问题,但他对这三项担忧均持相反观点。近期,全球科技股尤其是AI概念股出现明显调整,引发市场对AI投资周期可持续性的质疑。但莱维特认为,这更多是市场情绪降温,而非基本面恶化。“我依然认为,我们正处于一轮长期牛市之中。”“此前市场上涨过快,几乎呈抛物线式攀升,而任何牛市都不可能永远以这样的速度上涨。”他说,在长期结构性牛市中,阶段性回调十分正常,目前发生的只是“牛市中的一次正常调整”。“如果未来出现大型科技公司盈利明显低于预期、盈利预测持续下调,或者融资成本大幅上升的情况,我才会开始担心。”他说,目前这些信号都尚未出现,AI龙头企业仍在持续加大资本开支,盈利能力依然稳健。

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