盛宝银行：AI交易进入去泡沫阶段投资需转向供应链韧性环节

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格隆汇2月26日｜盛宝银行市场首席投资策略师Charu Chanana在报告中指出，尽管英伟达业绩强劲，但人工智能相关交易的波动性仍将持续。AI叙事已趋成熟，投资者现在需要看到盈利能力和支出纪律方面的证据。市场日益关注需求的质量、结构（训练与推理）、定价能力，以及随着竞争加剧，“轻松赚钱”消失的速度。投资者应对AI应用层企业保持谨慎，因其盈利时间表不确定且竞争激烈。这使其成为AI交易中波动性最大的...

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盛宝银行：AI交易进入去泡沫阶段 投资需转向供应链韧性环节

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盛宝银行：AI交易进入去泡沫阶段投资需转向供应链韧性环节