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買進了中概,AI 會在應用層開花。
原因還是現在 A 股行情很熱,但是相對還沒有拉盤的板塊就中概,消費,醫療,中概是離 AI 板塊最近的。
未來醫療行業也會因為 AI 的存在突飛猛進的發展,創新的速度會加速加速再加速,也是可以投的板塊。
消費需要信心,等 a 股拉到大家都信了長牛,消費也會走出轟轟烈烈的牛市,只是不一定再是白酒牽頭了。