摩根士丹利最新研判：AI投资进入“半场休整” 关注两大新主线
【摩根士丹利最新研判：AI投资进入“半场休整” 关注两大新主线】金色财经报道，8月2日，摩根士丹利中国首席经济学家邢自强近日在媒体沟通会上分享了其最新观点。邢自强认为，近期AI赛道波动非基本面恶化，系交易拥挤、大厂融资抽水、油价推升加息预期共振所致。他认为AI投资进入“半场休整”，逻辑正从追逐算力芯片上游，转向AI应用端（降本兑收）与HALO资源配套（能源、储能、原材料）两大新主线。()
| 排名 | # | 交易平台 | 24H成交额 | 成交涨跌幅 | 活跃度 | 交易平台 | 活跃度 |
|---|---|---|---|---|---|---|---|
| 1 | $180.45亿 | -11.36% | 86.7% | 86.7% | |||
| 2 | $26.78亿 | 0.44% | 68.6% | 68.6% | |||
| 3 | $406.44亿 | -8.04% | 85.4% | 85.4% | |||
| 4 | $8.92亿 | -15.31% | 69.3% | 69.3% | |||
| 5 | $110.69亿 | -6.57% | 65.3% | 65.3% | |||
| 6 | $12.63亿 | -8.55% | 53.3% | 53.3% | |||
| 7 | $2.03亿 | 19.41% | 65.3% | 65.3% | |||
| 8 | $7.24亿 | -8.82% | 68.4% | 68.4% | |||
| 9 | $2.85亿 | -21.58% | 56.9% | 56.9% | |||
| 10 | $73.65亿 | 0.51% | 71.1% | 71.1% | |||
| 11 | $4.34亿 | 5.53% | 36.2% | 36.2% | |||
| 12 | $3,126.57万 | -18.87% | 59.5% | 59.5% | |||
| 13 | $220.02亿 | -0.43% | 31% | 31% | |||
| 14 | $108.47亿 | 1.29% | 76.2% | 76.2% | |||
| 15 | $1.39亿 | -9.67% | 66.9% | 66.9% | |||
| 16 | $107.32亿 | -12.16% | 55.2% | 55.2% | |||
| 17 | $11.58亿 | -6.62% | 26% | 26% | |||
| 18 | $15.82亿 | 27.06% | 46.9% | 46.9% | |||
| 19 | $1.08亿 | -10.72% | 31.5% | 31.5% | |||
| 20 | $1,683.06万 | -21.54% | 58.2% | 58.2% |
