景顺长城刘力思：关注AI产业在应用端的演绎紧跟企业基本面

新浪财经2025-03-04

近日，景顺长城科技军团成员、景顺长城中小创精选股票基金经理在媒体采访时表示，AI产业链发展迅速且充满变数，需以开放心态拥抱变化。DeepSeek带来AI平权概念，更多企业和用户得以探索AI应用落地，虽然目前应用侧业绩尚未形成大规模确定趋势，但要寻找真正有应用落地的公司至关重要。这几年AI基础设施的投资巨大，产业最大的不确定性更多在于应用端的演绎，这关乎到整个AI产业能否真的实现商业上的闭环。对于...

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景顺长城刘力思：关注AI产业在应用端的演绎 紧跟企业基本面

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景顺长城刘力思：关注AI产业在应用端的演绎紧跟企业基本面