中银证券：A 股阶段性底部已现，关注 AI 主线布局机会_虚拟币交易所平台,数字货币,NFT

据金十 8 月 1 日报道，中银证券策略团队发布研报称，进入 8 月，A 股阶段性底部已现，关注 AI 主线布局机会。市场短期对于基本面计价了过于悲观的预期，当前下行空间有限。随着政策逐步释放，市场有望走出情绪低点，迎来估值修复。行业配置上，AI 主线或已企稳，下场布局正当时。在国内经济弱复苏、低通胀以及海外强产业趋势映射的背景下，叠加之前 TMT 科技低估、机构低配的微观市场结构和交易状态，AI 估值修复的动力和空间充足。

According to a report on October, the Bank of China Securities Strategy Team released a research report saying that it has paid attention to the mainline layout at the bottom of the monthly stock stage. The market is too pessimistic about the fundamental valuation in the short term. At present, the downside space is limited. With the gradual release of policies, the market is expected to get out of the emotional low point and usher in the valuation repair. The industry configuration is on the mainline or has stabilized the end layout. At that time, under the background of weak domestic economic recovery and low inflation and strong overseas industry trend mapping, the micro-market structure and transaction state valuation repair before being superimposed by science and technology have sufficient motivation and space. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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