Entity: The AI sector is currently at a relatively low risk of overcrowding, with long-term opportunities still present

By: theblockbeats.news|2025/12/01 08:15:56

BlockBeats News, December 1st, a China International Capital Corporation research report pointed out that the current AI sector has a relatively low crowding risk at this point in time, with long-term opportunities still available, but the short-term value style may have a relative advantage.

The crowding risk of the AI sector has fallen since the peak at the end of September. Currently, the crowding risk of the AI sector is at a relatively low level, and the investment value of AI still exists, with long-term development space. However, the current style rotation model recommends the value style in the short term. In addition, institutional investors may reduce risk appetite at the end of the year and tend to adopt a defensive strategy in the short term. (FX678)

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