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DeepSeek点燃AI行情

和讯网2025-02-17

以下是为您生成的中文快讯: 近期,DeepSeek点燃AI行情,让人到2013-2015年的“互联网+”行情。兴业证券复盘当年TMT行情,总结出6大经验对比当下AI行情。“互联网+”牛市有三大趋势,包括从上游到中下游传导、从“集中”到“百花齐放”、从互联网到“互联网+”。行情演绎规律为联动式上涨,轮动式调整。大级别行情中,广义拥挤度更重要,业绩支撑行情行稳致远,再大牛市也非一帆风顺,每轮回撤幅度约10%-15%。对比来看,本轮TMT行情仍有广阔空间。

  • 股票名称 TMT
  • 板块名称 A股
  • TMT行情、AI产业、产业趋势
  • 看多看空 文中通过对2013-2015年TMT行情的复盘,分析了当前AI行情的发展趋势、交易模式、业绩影响等方面,认为本轮TMT行情仍有广阔空间,AI产业趋势持续向好。
【兴证策略张启尧团队】13-15年“互联网+”行情对当下的启示
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