律动BlockBeats
律动BlockBeats|Dec 01, 2025 00:21
[Institutions: Current AI sector crowding risk is relatively low, long-term opportunities still exist] BlockBeats News, December 1, a research report by CICC pointed out that the current crowding risk in the AI sector is relatively low, and long-term opportunities still exist, but the value style may have a relative advantage in the short term. The crowding level of the AI sector has retreated from its peak at the end of September and is currently at a relatively low level. The investment value of AI remains, and there is still room for long-term development. However, the current style rotation model recommends a value style in the short term. In addition, institutional investors may lower their risk appetite at the end of the year and tend to adopt defensive strategies in the short term. (Jin10)
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