Wall Street renowned research firm Quantum Strategy: The firm is becoming more bullish on Chinese stocks, especially in the artificial intelligence sector.

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金色财经报道,当地时间周一,华尔街著名研究机构量子策略(Quantum Strategy)在给客户的最新报告中,扔下重磅炸弹。该机构明确表示,在对AI行业进行全新研究后,决定调整资产配置——将资金撤出美国科技龙头,并转而强烈看好与AI应用相关的中国股票。 量子策略表示,公司正变得更加看好中国股票,尤其是人工智能领域。目前,其正在将资金调出美国科技龙头企业,同时对与AI应用相关的中国股票变得更加积极。在其最新的投资组合建议中,量子策略表示,其当前策略为“撤出AI(中国除外)和美股科技七巨头”,同时建议投资者做多受益于AI部署的行业,并“尤其关注中国”。

Translation:

Jinse Finance reported that on Monday local time, Wall Street's well-known research firm Quantum Strategy dropped a bombshell in its latest report to clients. The firm explicitly stated that after conducting new research on the AI industry, it has decided to adjust its asset allocation—moving funds out of US tech leaders and turning strongly bullish on Chinese stocks related to AI applications.

Quantum Strategy said the firm is becoming more bullish on Chinese stocks, especially in the AI field. Currently, it is shifting funds out of US tech leaders while becoming more positive on Chinese stocks related to AI applications. In its latest portfolio recommendation, Quantum Strategy stated that its current strategy is to "pull out of AI (except China) and the Magnificent Seven US tech stocks," while advising investors to go long on industries benefiting from AI deployment, with a "particular focus on China."

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