Grasping the investment opportunity of "Artificial Intelligence +" - which six types of companies are worth paying attention to?
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The focus of AI+ investment lies in its integration with specific scenarios, paying attention to industry and policy catalysts. The investment logic includes: 1. Marginal changes brought about by the iteration of large model versions; 2. Policy relevance; 3. Event-driven or company fundamentals; 4. Large-cap companies; 5. Mapping of US stocks; 6. Undervalued enterprises. AI applications have entered an accelerated upward phase, with a significant risk-reward ratio in the future
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