金吾财讯 | 明星科网股走强，美团-W（03690）涨5.67%，小米集团-W（01810）涨5.51%，阿里巴巴-W（09988）涨4.48%，快手-W（01024）涨2.88%，网易（09999）涨2.20%，京东健康（06618）涨2.10%，京东集团-SW（09618）涨1.81%。广发证券表示，整体来看，存储、算力、光模块的价格与订单仍在加速，AIcoding的进一步爆发，半导体的销售额增速不降反升，这些构成纳指权重股的盈利底座。而代表传统经济的道指以及欧股下跌，则或许受美债利率冲击更大。以道指为例，道琼斯成分以工业、金融、能源等周期与传统经济为主，几乎不含人工智能的分子支撑，从过去三十余年的历史经验表现，在无风险利率上行时被折现率单独压制。该机构续指，对于国内股市而言，纳指的映射作用虽然在9月未能奏效，但是国内AI算力产业链的景气程度不能被否认，着眼于四季度相关产业链的投资机会依旧良好，只不过要留意的是当前纳指的上涨主要还是依赖少数权重股，广度暂时有限，这也说明AI资产自身也可能面临分子逻辑的阶段性兑现。
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