A股震荡分化，外资眼中的“黄金坑”在哪？

澎湃新闻09-13 10:04

澎湃新闻记者孙铭蔚　　当前，A股市场在多重因素影响下震荡整固，科技板块的投资机会也更加分化。　　不过，多家外资机构发布的最新观点仍表示，随着科技创新、先进制造和AI基础设施建设持续发展，继续看好A股长期趋势，并将配置重点转向盈利能够持续兑现、基本面驱动的精选个股。　　富达国际基金经理Ian Samson表示，随着AI加快发展，正逐渐成为基础设施领域的重要命题，中国内地也正在扩大在硬件、...

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