瑞银：中国AI硬件股估值偏高但仍建议超配
2026-06-24 08:57:13
瑞银发表报告称，中国AI硬件科技股今年持续获资金追捧，但板块估值、基金持仓及成交集中度均处于偏高水平，加上新股供给增加及企业资本开支上升，显示板块正逐步接近周期高位。据明报报道，瑞银认为在盈利增长仍然强劲下，现阶段谈撤出仍属过早，形容市况“绷紧但未断裂”，并维持对今年余下时间相关股份的超配观点。
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