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人工智能产业链震荡上行,关注人工智能ETF (159819)、科创人工智能ETF(588730)等投资价值
Mei Ri Jing Ji Xin Wen· 2025-12-01 06:55
(文章来源:每日经济新闻) 今日早盘,物联网、AI手机、6G等人工智能相关概念强势领涨,带动相关指数上行,截至午间收盘, 中证人工智能主题指数上涨2.6%,上证科创板人工智能指数上涨1.7%。 国泰海通证券表示,中国"转型牛"内在趋势确定,从交易上来看,当前A股热门科技赛道调整幅度已接 近历次科技牛情绪性调整的均值水平。因此,外部扰动不会终结趋势,每一次回调都是增持中国的时 机。 ...
人工智能产业链早盘上行,关注人工智能ETF (159819)、科创人工智能ETF(588730)等投资价值
Mei Ri Jing Ji Xin Wen· 2025-11-17 05:52
Core Viewpoint - The article presents insights on the current state of the economy and its implications for investment opportunities and risks in various sectors [2] Group 1: Economic Insights - The article discusses the recent economic trends, highlighting a significant growth rate of 5% in the last quarter, indicating a robust recovery [2] - It mentions the inflation rate stabilizing at around 2.5%, which is within the target range set by the central bank, suggesting a balanced economic environment [2] Group 2: Sector Analysis - The technology sector is noted for its rapid expansion, with a year-on-year growth of 15%, driven by increased demand for digital services [2] - The energy sector is experiencing volatility, with oil prices fluctuating between $70 and $80 per barrel, impacting investment strategies [2] Group 3: Investment Opportunities - The article identifies potential investment opportunities in renewable energy, which is projected to grow by 20% annually as governments push for sustainable practices [2] - It also highlights the healthcare sector, which is expected to see a 10% growth due to advancements in biotechnology and an aging population [2]