中欧基金王颖：低估值科技消费产品值得关注
在新近发布的基金一季报中，中欧基金的基金经理王颖表示，互联网平台是国内技术和资本最为密集的企业，他们对于 AI 的研发投入是积极的。王颖认为，随着模型能力的逐步成熟，工程化推动降本增效，推理侧的需求，包括算力、存储、云、端侧等或将会有大幅提升，同时推动应用市场的发展，因此她会强化 AI 推理侧和应用的配置。此外，在经济修复的预期下，消费市场也将迎来复苏，低估值的科技消费产品也值得关注。
BY 财经慢报
The seemingly negative pandemic effects and resource/product shortages are encouraging and allowing organizations to innovate and change.The news of cash-rich organizations getting ready for the post-Covid growth economy is a sign of more than capital spending plans. Cash provides a cushion for risk-taking and a tool for growth.
Traders also expressed uncertainty about the situation with China Evergrande, as the indebted property company has not provided clarification about a key interest payment.In economic news, the Commerce Department reported an unexpected increase in U.S. new home sales in August.Crude oil prices climbed Friday and front-month WTI oil futures contracts saw gains for a fifth straight week amid tighter supplies. West Texas Intermediate Crude oil futures for November rose $0.68 or 0.9 percent at 73.98 a barrel. WTI Crude futures gained 2.8 percent for the week.
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