AI出现多个“S型曲线”机遇基金经理看好两大方向
===2025/12/4 15:40:19===
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本轮人工智能行情已经持续近三年,随着行情的演进,近期AI板块出现阶段性调整,市场上对于“AI是否存在泡沫”也出现了较多讨论。对此,公募等机构人士认为,AI产业本身具备坚实的基本面与广阔空间,目前的“泡沫论”更多是基于短期市场情绪的讨论,而非对产业趋势的否定。
有专业机构分析,AI等核心赛道龙头的
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