贝莱德在未来12个月尤其看好由 AI 驱动的美国大型科技股。此外贝莱德智库中东及亚洲首席投资官庞文博表示尽管整体对中国股

智通财经2025-09-11

贝莱德在未来12个月尤其看好由 AI 驱动的美国大型科技股。此外贝莱德智库中东及亚洲首席投资官庞文博表示尽管整体对中国股市持有中性观点但重点看好中国科技股核心原因是中国科技股与全球同行（尤其美国科技股）的估值差距仍较大且AI驱动的增长逻辑在国内同样成立存在进一步估值修复空间而且中国的芯片产业链具备较大的“国产自主”潜能也越发受到认可。庞文博举例称中国有大量优秀工程师有政府政策支持亦有资本市场融资...

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