东吴证券：积极布局泛AI产业链中滞胀分支作为“看涨期权”

Core Viewpoint - The report from Dongwu Securities suggests that "hot money" is likely to flow towards sectors with undeniable industrial trends, particularly within the broader AI domain, where several sub-sectors remain undervalued due to limited short-term catalysts and insufficient bullish narratives [1] Summary by Categories - Investment Opportunities - There are several sub-sectors within the broader AI industry that are currently at relatively low levels due to short-term catalysts being limited and insufficient accumulation of bullish narratives [1] - The report highlights the potential for significant returns if unexpected industrial events occur, such as technological breakthroughs or the emergence of new standout products, which could help build bullish narratives and consolidate funding consensus [1] - Recommended Sectors for Investment - The report recommends actively positioning in the AI industry chain, particularly in sectors that are experiencing stagnation, as a form of "call option" [1] - Specific areas of focus include storage, AIDC-related supporting facilities, and AI applications, which encompass but are not limited to Agent technology, AI in healthcare, humanoid robots, edge AI, and intelligent driving [1]