EPISODE · Aug 15, 2026 · 25 MIN
中国｜月度对话 – AI行情是否已经见底？
from 市场透视 Moving Markets · host Julius Baer
韩国半导体股自6月高位以来已回落近50%，AI板块回调是否已接近尾声？下一轮行情将由哪些领域推动？与此同时，低成本AI模型在中国持续发展，又将为全球AI的竞争格局带来什么变化？ 除AI主题外，市场亦聚焦价值股回归、中国经济增长预期、香港交易所推出五年期中国国债期货，以及黄金和白银强劲反弹等重要议题。 本期《市场透视》播客（于2026年8月11日录制）由瑞士宝盛香港研究部主管邓启志先生联同莲华资产管理公司管理合伙人及首席投资官洪灏先生分析市场近况，探讨热点投资话题。
Embed this episode
NOW PLAYING
中国｜月度对话 – AI行情是否已经见底？
0:00
25:56
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of 市场透视 Moving Markets?
This episode is 25 minutes long.
When was this 市场透视 Moving Markets episode published?
This episode was published on August 15, 2026.
Can I download this 市场透视 Moving Markets episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!