长城基金龙宇飞：传统赛道拥抱科技或提升估值 AI应用看好消费与医疗

Core Viewpoint - The focus of future investments will shift towards AI application sectors, particularly in AI healthcare and AI consumer segments, with optimistic expectations for AI applications [1] Group 1: Market Expectations - Initial market expectations for AI applications were overly optimistic, but have now returned to a more rational level following a phase of adjustment [1] - Current low market expectations in the AI application field suggest potential for valuation recovery in the future [1] Group 2: Infrastructure and Application Development - Hardware and infrastructure for AI have reached a certain scale, enabling gradual implementation of AI applications across various sectors, especially in B-end and vertical scenarios [1]