贝莱德基金：重点关注最有望实现持续盈利突破的企业布局AI相关稀缺机遇

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智通财经APP获悉，贝莱德基金称，重点关注最有望实现持续盈利突破的企业，并布局AI相关的稀缺机遇，同时采取主动策略来发掘投资机会。基于AI主题，维持超配美股的观点。贝莱德基金指出，过去几轮技术革命未能实现长期的生产力跃升，但AI可能将有所不同，其有望创造新的、可持续的收入来源，而目前的证据也支持这一观点。在大多数AI价值链相关板块中，新增收入的利润率仍高于经营利润率，说明AI相关收入仍在持续转化为...

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贝莱德基金：重点关注最有望实现持续盈利突破的企业 布局AI相关稀缺机遇

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贝莱德基金：重点关注最有望实现持续盈利突破的企业布局AI相关稀缺机遇