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　金鹰基金看好科技制造板块。金鹰基金表示，科技制造处于政策大力支持的发展阶段，产业端经过数年的技术积淀，具备技术突破、业绩放量的预期。建议关注AI应用和国内半导体先进制程等方向，随着企业端盈利模式逐渐建立，盈利兑现有望加速。此外，新能源（储能、风电）、机器人产业均有积极进展。　　富荣基金表示，在AI板块，以DeepSeek发布为起点，国内科技领域开启新一轮突破，目前AI应用正处于0—1阶段，产业的

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