中金公司：AI之外还有什么值得买？

东方财富网08-03

8月3日，中金公司研报指出，2026上半年的全球市场，核心主线是有无AI之间的极致分化，但极致的分化也带来极致的拥挤与透支。近期的动荡就是通过剧烈去杠杆的方式消化高拥挤与高估值，高杠杆的韩国跌幅因此才尤为剧烈，6月下旬以来全球AI链条普遍下跌，韩国KOSPI指数跌幅一度逼近40％。与此同时，作为AI“镜像”的分红与消费、以及港股却明显修复，恒生指数从底部反弹14％。　　本轮调整到什么位置了？　　走...

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