港A兩市ChatGPT概念股走低 招銀國際料AI主題漸近尾聲、市場將在4月底對此輪行情實現獲利了結
格隆匯4月11日丨港A兩市ChatGPT概念股走低,港股方面,百度、美圖跌超6%,騰訊跌超3%,網易、商湯、京東跟跌;A股方面,國聯股份跌停,三六零、虹軟科技跌超7%,安聯鋭視、大華股份、從雲科技跌超6%,瑞芯微、光雲科技等跟跌。招銀國際發研報指,因近3個月AI/ChatGPT對相關概念股股價的拉動,該行認為大部分AI產業鏈股票的股價已充分反映其相關正面預期(芯片/光模塊/PCB/服務器年初至今已各升65%/146%/45%/62%),預期在今年首季報業績披露前的4月底左右,市場將對此輪AI主題驅動行情實現獲利了結。
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