普来仕：今轮AI上行周期有望延续至未来一至两年芯片/硬件及能源相关环节最具吸引力

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智通财经APP获悉，普来仕(T. Rowe Price)中国新视野股票策略基金经理郑闻立就中国股市潜在投资机遇发表最新观点。近期AI代理(AI agents)的兴起，显著推动代币(token)使用量上升，模型供应商及云服务企业收入加速增长，形成正向循环，有助提升AI投资的可持续性。通过产业链调研发现，今轮AI上行周期有望延续至未来一至两年。普来仕提到，人工智能产业链中，最具吸引力的投资机会仍集中于...

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普来仕：今轮AI上行周期有望延续至未来一至两年 芯片/硬件及能源相关环节最具吸引力

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普来仕：今轮AI上行周期有望延续至未来一至两年芯片/硬件及能源相关环节最具吸引力