Core Insights - The focus of the technology sector is shifting from basic operational improvements to the development of AI businesses as highlighted by Liu Kefe, the fund manager of the Jianxin Hong Kong Stock Connect Selected Mixed Fund [1] - The driving factors for growth in 2024 are expected to be operational improvements and valuation recovery, with a current emphasis on the progress of AI initiatives among various companies [1] Summary by Categories - AI Business Development - The consumption of tokens by leading domestic AI models is doubling every three months, indicating rapid growth in AI capabilities [1] - Major technology companies are advancing their AI businesses through a three-pronged approach involving model development, self-researched chips, and cloud computing [1]
建信基金刘克飞：科技板块关注重点转向AI业务发展
Zhong Zheng Wang·2025-10-30 13:37