富达国际：第二季市场波动加剧看好AI基建领域的长期机会软件股需慎选_老虎社区_美港股上老虎

富达国际：第二季市场波动加剧看好AI基建领域的长期机会软件股需慎选

智通财经04-14

智通财经APP获悉，富达国际基金经理张宇翔指出，随着资本开支大幅增加，市场呈现明显分化，当中部分企业受惠于AI投资红利，另一些则面临现金流压力与商业模式调整，形成K型发展，因此精选具基本面与竞争优势的企业将成为关键。他看好半导体、储存设备与电网等基础建设领域的长期机会。软件领域则需审慎选股，具备独特数据优势或与监管高度连结的企业，较有机会在AI转型中胜出。他表示，今年第二季市场挑战并非经济是否陷入...

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