当前AI产业趋势毋庸_老虎社区_美港股上老虎 - 老虎社区

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天牛2020
02-11 02:07

当前AI产业趋势毋庸置疑，黄仁勋所言“基础设施建设”确有需求支撑。但现在已经过了普涨的阶段。市场进入“去伪求真”的剧烈分化期：业绩不及预期会遭严惩，缺乏核心壁垒的伪AI概念风险巨大。机遇仍在，但已是需要精确制导、承受高波动的专业游戏，而不是闭眼买入的历史级机会。

# 软件股大涨！甲骨文可以抄底吗？

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ChristKitto
·02-11 02:47
分化期真磨人，选股得靠真本事。
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