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DRG 备战2027

欧洲认为短期无法摆脱对美科技依赖芬兰演练极端“关停”情况_蜘蛛资讯网

“贵族水果”价格降了

科技方向最为景气的方向之一，A股光模块等厂商“卖铲人”逻辑较强，或将持续受益。配置上看，因重仓以光模块为核心的算力链，创业板人工智能年内累计涨幅翻倍，大幅领跑人工智能、CS人工智、科创AI等同类AI主题类指数，持续超额表现，值得重点关注创业板人工智能配置机会。　　把握以光模块为核心的算力机会，建议重点关注全市场首只创业板人工智能ETF（159363）及场外联接（A类023407、C类023408）

nbsp; 　　日经225指数开盘下跌0.6%，报53023.88点，受汽车和保险类股拖累。韩国综合股价指数（KOSPI）开盘上涨1.2%，报5145.39点。责任编辑：王永生

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