富达国际：2026年人工智能仍是关键主题预计亚洲市场表现将更胜一筹_老虎社区_美港股上老虎

富达国际：2026年人工智能仍是关键主题预计亚洲市场表现将更胜一筹

智通财经01-15

智通财经APP获悉，富达国际基金经理Jochen Breuer称，人工智能仍是2026年的关键主题，市场关注最受惠的方向，亚洲和欧洲聚集了大部分人工智能全球关键价值链，加上中国等主要市场正推动企业管治改革，预计表现将更胜一筹。富达国际指，投资者的乐观情绪持续至2026年，但美股强势及巨型科技股领涨背后，升势正扩展至其他市场，例如欧股以美元计算的表现与美股相若。他称，在估值高企、地缘政治杂音增加及...

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