李迅雷:科技板块仍是结构性行情主线 应继续吸引中长期资金入市

格隆汇
Sep 20
9月19日,在2026年清华五道口首席经济学家论坛期间,中泰国际首席经济学家李迅雷接受了媒体采访。谈及资本市场,李迅雷指出,结构性行情的主线仍在科技板块,对于人工智能(AI)或科创板相关ETF的配置,他仍持乐观态度,但个股之间或将出现分化。整体来看,李迅雷认为,要改变科技板块对市场资金的虹吸效应,必须依靠宏观政策发力。

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