中信证券：AI产业趋势再次成为影响美股科技股下半年走势核心变量关注Hyperscaler、应用软件&互联网厂商

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【中信证券：AI产业趋势再次成为影响美股科技股下半年走势核心变量关注Hyperscaler、应用软件&互联网厂商】中信证券研报表示，伴随宏观尾部风险的下降，AI产业趋势再次成为影响美股科技股下半年走势的核心变量。展望下半年，我们对各科技子板块的判断为：1）硬件&半导体，料将持续处于高波动状态当中，市场交易广度持续收窄，并集中于产业链中最具议价能力&价格弹性环节，以及技术创新带来显著增量的领域；2...

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中信证券：AI产业趋势再次成为影响美股科技股下半年走势核心变量 关注Hyperscaler、应用软件&互联网厂商

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中信证券：AI产业趋势再次成为影响美股科技股下半年走势核心变量关注Hyperscaler、应用软件&互联网厂商