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　招银国际研报分析称，本次云栖大会进一步印证了中国AI及云行业相关需求持续起量的趋势，行业发展呈现模型能力持续提升、基础设施能力持续优化、应用生态逐步繁荣的态势。中国互联网及软件板块的中长期投资价值值得关注。　　华安证券在四季度展望研报中称，成长风格已成为本轮市场趋势性上涨行情中最核心的主线，预计这将持续很长时间。该机构非常看好AI产业趋势，本轮以AI算力基建为代表的景气周期行情仍有演绎空间。　　

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