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高盛:中国AI不存在整体性泡沫

当前时间： 1970-01-01 08:00:00 分类：办公文件 评论(0)
高盛:中国AI不存在整体性泡沫

高盛：中国AI不存在整体性泡沫

8月9日，高盛首席中国股票策略师刘劲津团队发布名为《AI改变游戏规则：修正、轮动和多元化》的最新研报，复盘本轮国内AI板块涨跌逻辑，通过十大量化信号评估回调周期成熟度，判断此轮下跌已经消化科技板块前期核心风险。

回顾前几日刘劲津提到的，“我们认为，AI特别是在中国股票的范围里面，不是一个泡沫。”具体到AI板块的配置方面，刘劲津认为，“电力产业链、硬件基建和物理AI赛道这三个细分赛道值得重点关注。”

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  143. /yingpanguazai/ssd/ssd1/www/wwww.yeyulingfeng.com/vendor/topthink/think-template/src/template/contract/DriverInterface.php ( 0.86 KB )
  144. /yingpanguazai/ssd/ssd1/www/wwww.yeyulingfeng.com/runtime/temp/c935550e3e8a3a4c27dd94e439343fdf.php ( 31.50 KB )
  145. /yingpanguazai/ssd/ssd1/www/wwww.yeyulingfeng.com/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )
  1. CONNECT:[ UseTime:0.000999s ] mysql:host=127.0.0.1;port=3306;dbname=wenku;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.001818s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000700s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000668s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.001584s ]
  6. SELECT * FROM `set` [ RunTime:0.000620s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.001803s ]
  8. SELECT * FROM `article` WHERE `id` = 920941 LIMIT 1 [ RunTime:0.000939s ]
  9. UPDATE `article` SET `lasttime` = 1786356008 WHERE `id` = 920941 [ RunTime:0.006569s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 64 LIMIT 1 [ RunTime:0.000566s ]
  11. SELECT * FROM `article` WHERE `id` < 920941 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.001122s ]
  12. SELECT * FROM `article` WHERE `id` > 920941 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000958s ]
  13. SELECT * FROM `article` WHERE `id` < 920941 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.001403s ]
  14. SELECT * FROM `article` WHERE `id` < 920941 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.001461s ]
  15. SELECT * FROM `article` WHERE `id` < 920941 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.003805s ]
0.188020s