OCG资本解读Ark基金研报(只保留核心洞察):
1. 科技融合:目前市场上以AI为强推动力的企业,将实现指数级的生产力质变,这类企业的股票市值将会从16%提升至60%。参考以下几个标的:
a. 微软——OpenAI
b. 谷歌——云服务
c. 英伟达——芯片
d. 亚马逊——AWS
e. Meta——云社交
f. 特斯拉——Dojo
2.
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