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浙商证券指出,站在当前,人工智能从前期的预期驱动转为现阶段的基本面驱动,参考智能手机先渗透再应用的规律,参考新能源车先上游再中下游的规律,现阶段AI的基本面线索应聚焦以算力、数据、大模型为代表的上游环节。随着中报和三季报陆续展开,关注上游部分领域的戴维斯双击行情,重视上游环节龙头股。除了主线演绎外,针对市场整体,未来2-3个月的夏季行情值得重点把握。本轮行情的底层逻辑源自,其一,在上证指数震荡的格局下,结合股债收益比指标,市场回落至震荡下沿,继而具备修复的基础。其二,宏观催化在于,央行降息背景下,市场对稳增长预期升温,这意味着风险偏好有所修复。其三,中观催化在于,中报季即将开始,业绩线索开始显现。经历了6月以来的初期蓄势,7月行情将渐入佳境。
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