越亚财经

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AI投资策略

为什么要投AIAug 05, 2026

AI投资逻辑再升级：2026年Q2全球AI企业融资额创历史新高，机构看好万亿赛道

2026年第二季度全球AI企业融资额突破800亿美元，创历史新高。本文深入解析AI投资逻辑的演变，从技术驱动转向商业验证，揭示为何AI仍是未来十年最核心的增长赛道，并给出投资者应关注的三大方向。

AI概念股即时看Aug 05, 2026

AI概念股分化加剧：资金涌入AI应用端，B端软件服务商成新主线

8月5日AI概念股板块出现显著分化，前期大热的算力基建股高位回调，但资金持续涌入AI应用端，特别是面向企业的B端软件服务商集体走强。市场分析认为，随着AI商业化进入深水区，具备明确客户粘性与现金流能力的软件板块正在取代硬件成为新的投资主线。

基本文件流程错误 SQL 调试

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