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
China’s stock markets are some of the largest in the world, with total market capitalization reaching RMB 79 trillion (US$12.2 trillion) in 2020. China’s stock markets are seen as a crucial tool for driving economic growth, in particular for financing the country’s rapidly growing high-tech sectors.Although traditionally closed off to overseas investors, China’s financial markets have gradually been loosening restrictions over the past couple of decades. At the same time, reforms have sought to make it easier for Chinese companies to list on onshore stock exchanges, and new programs have been launched in attempts to lure some of China’s most coveted overseas-listed companies back to the country.
The Singapore stock market has alternated between positive and negative finishes through the last five trading days since the end of the two-day winning streak in which it had added more than a dozen points or 0.4 percent. The Straits Times Index now sits just above the 3,060-point plateau and it's likely to see a narrow trading range on Monday.
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