瑞银发表中国股票策略报告指，近期科技股主导的调整后，中国主要指数本年以来已累跌18%，该行追踪的AI相关科技硬件股今年以来仅升9%。该行认为，AI基本面忧虑被过度放大，估值已接近历史低位，风险回报再度转趋吸引，投资者年底为新一年重整组合时，关注度或回升。该行指出，科技硬件盈利增长仍然强劲，过去三个月多数AI科技股盈利预测上调12%至15%。惟估值已接近历史谷底，并隐含未来盈利增长大幅放缓。历史上当...
Source Link瑞银发表中国股票策略报告指，近期科技股主导的调整后，中国主要指数本年以来已累跌18%，该行追踪的AI相关科技硬件股今年以来仅升9%。该行认为，AI基本面忧虑被过度放大，估值已接近历史低位，风险回报再度转趋吸引，投资者年底为新一年重整组合时，关注度或回升。该行指出，科技硬件盈利增长仍然强劲，过去三个月多数AI科技股盈利预测上调12%至15%。惟估值已接近历史谷底，并隐含未来盈利增长大幅放缓。历史上当...
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