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
Start with a fresh view of investing strategy. The combination of risks and fads this quarter looks to be topping. That means the future is ready to move in.Likely, there will not be a wholesale shift. Company actions will aim to benefit from economic growth, inflationary pressures and a return of market-determined interest rates. In turn, all of that should drive the stock market and investment returns higher.
n the U.S. people generally use Bitcoin as an alternative investment, helping diversify a portfolio apart from stocks and bonds. You can also use Bitcoin to make purchases, but the number of vendors that accept the cryptocurrency is still limited. Big companies that accept Bitcoin include Overstock, AT&T and Twitch. You may also find that some small local retailers or certain websites take Bitcoin, but you’ll have to do some digging. That said, PayPal has announced that it will enable cryptocurrency as a funding source for purchases this year, financing purchases by automatically converting crypto holdings to fiat currency for users. “They have 346 million users and they’re connected to 26 million merchants,” says Spencer Montgomery, founder of Uinta Crypto Consulting. “It’s huge.”
财经慢报 from kr