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【申万宏源策略】美股AI行情进入“换挡期”——申万宏源2026年美股投资策略
申万宏源证券上海北京西路营业部· 2025-11-20 01:53
Core Viewpoint - The article discusses the transition phase of the AI market in the US stock market, indicating a shift in investment strategies for 2026 [2] Group 1: Market Analysis - The US stock market is experiencing a "gear-shifting" phase in AI investments, suggesting a need for adaptation in investment strategies [2] - The article highlights the importance of identifying key players and trends within the AI sector to capitalize on emerging opportunities [2] Group 2: Investment Strategy - The recommended investment approach includes focusing on companies that demonstrate strong fundamentals and innovative capabilities in AI technology [2] - The analysis suggests a diversified portfolio strategy to mitigate risks associated with market volatility in the AI sector [2]