EPISODE · May 11, 2026 · 7 MIN
AI+能化：今年的杠铃配置主线
from 深度
市场K型分化加速，中信证券最新研报指出今年核心资产配置主线为AI+能化。AI代表需求端稀缺，能化代表供给端稀缺，形成杠铃结构，AI进攻，能化防守，助你应对市场波动。
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AI+能化：今年的杠铃配置主线
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