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Mingsheng Dongcheng Fund Yang Chen: Investment in the secondary market of artificial intelligence requires three major factors to catalyze
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2024-02-21 10:35:48Mingsheng Dongcheng Fund Yang Chen: Investment in the secondary market of artificial intelligence requires three major factors to catalyze

来源:Fast information website
 December 21,Don


  December 21,火速资讯DongchengManager Yang Chen in ChinaAccording to the "CSI Dian Jinhui" live room, from the performance of the secondary market, A sharesThe sector has fallen down since June. If you want to set off a wave of investment in the secondary market again, three major factors need to catalyze: first, the AI explosion application, the other is the setting of the science and technology sector chips, and the third is the increase in market stability risk preferences.

  Under the continuous promotion of the AI wave, there areThe market value of the company with a bright performance exceeds trillion US dollars. Judging from the benchmarking companies, domestic computing power hardware companies still have room for growth.From the perspective of the AI entire industry chain, China has a high probability of walking out of one or even more world -class giants on the AI application.China's advantage is that there is a huge number of users and consumer markets. In the previous two rounds of PC Internet and the mobile Internet wave, China was born in world -class giants such as Ali, Tencent, and byte beating.The company may be born inAnd video field.

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