EPISODE · Apr 19, 2026 · 4 MIN
高盛揭秘：AI投资三大低估方向
from 深度
AI数据中心篮子暴涨327%，远超剔除AI的标普500的30%涨幅。高盛判断AI主题1-6个月将跑赢大盘，基建层最确定，液冷、光学网络、推理算力是三大被低估补涨方向。同时警示AI在标普500权重已达45%，做空指数即做空AI，散户也正回归市场。
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高盛揭秘：AI投资三大低估方向
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