【本期内容】科技投资有哪些特点？本轮科技股行情背后有哪些驱动因素？中国的科技制造业有哪些独特竞争力？AI行情后续如何演绎？【本期嘉宾】王贵重 嘉实基金大科技研究总监执业编号：F0020000000042【主持人】张文朗 中金公司研究部首席宏观分析师、董事总经理执业编号：S0080520080009、SFC CE Ref：BFE988【时间轴】00:04:35 科技投资特点几何？投资者挑战何在？00:12:06 本轮科技股行情背后有哪些驱动因素？00:19:20 科技创新崛起与资源配置转向00:30:36 应用场景或前景？AI的价值创造的关键点在哪里？00:38:18 中国科技追赶与AI投资信心00:42:51 国内外AI产业链在哪些方面存在差异？00:45:00 未来1到2年内，哪些技术突破点可能引领AI模型发展的新方向？01:27:25 面对变化，科技投资策略如何调整，市场情绪如何应对？免责声明：中金财富对本文所载信息的准确性、可靠性、时效性及完整性不作任何明示或暗示的保证。本文仅供参考，不构成任何投资建议，投资者据此操作，风险自负。投资有风险，入市需谨慎。中金财富及其人员对使用本文本内容所引发的任何直接或间接损失概不负责。未经中金财富书面授权许可，任何机构和个人不得以任何形式转发、转载、翻版、复制、刊登、发表、修改、仿制或引用本文。
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