交银国际:建议投资者围绕AI主线进行跨区域分散投资

智通财经
Sep 14
【交银国际:建议投资者围绕AI主线进行跨区域分散投资 】智通财经APP获悉,交银国际发布研报称,近一个月全球科技股总体复苏反弹。尽管市场对大规模AI资本开支带来的现金流压力与潜在信用风险仍存担忧,但第二季度财报季美股AI算力龙头业绩与订单持续兑现,支撑市场对AI基建的信心。该行建议投资者围绕AI主线进行跨区域分散投资。

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