该行看好互联网、硬件科技和券商,同时移除高股息股,因其息率降低。随着明年全球增长改善,加入看好部分「出海」股票。全球AI相关股票的回调可能会拖累中国科技股,但一些因素或能缓解这一影响。
特别声明:以上内容(如有图片或视频亦包括在内)为自媒体平台“网易号”用户上传并发布,本平台仅提供信息存储服务。
Notice: The content above (including the pictures and videos if any) is uploaded and posted by a user of NetEase Hao, which is a social media platform and only provides information storage services.