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“科技大牛市已来”!达晨财智肖冰,最新发声!
Zheng Quan Shi Bao Wang·2025-10-25 03:05

Core Viewpoint - The Chinese capital market is undergoing a systematic reassessment of AI, indicating the onset of a technology bull market [1] Group 1: Recommendations for Achieving Certainty in Growth - Companies should fully implement "self-control and import substitution" strategies, which have proven successful since 2018 [3][4] - It is essential to choose "emerging and high-growth" industries, as structural changes in the economy necessitate a shift from poor-performing sectors [5] - Companies must focus on extreme cost reduction to build "super endurance" and "strong competitiveness" in the current environment [5][6] - Emphasizing technological innovation to create differentiation is crucial for transitioning from "stock competition" to "incremental creation" [5][6] - Companies should break free from internal competition and expand globally, as the domestic market is overly competitive [6] - Embracing the AI wave to discover new business opportunities is vital, as AI is creating a new incremental market [6][7] - Building industry and ecological leadership is necessary to fill industry gaps and expand business boundaries [6][7] - Actively engaging with the capital market is important to welcome the new technology bull market, as evidenced by recent highs in stock indices [6][7]