摩根大通：AI驅動的中國科技股上漲行情料有後勁首選阿里巴巴

環球市場播報

02-18

　　摩根大通認爲，得益於中國生成式人工智能（AI）的發展，中國科技股近期的漲勢應該比去年的漲勢更具可持續性。

　　Alex Yao等分析師在一份報告中寫道，“雖然很難預測目前由AI驅動的這一波中國互聯網股漲勢可以持續多久，但我們堅信這不會只是一個月的行情。”

　　“我們從美國AI交易中汲取的經驗教訓是，長期的顛覆性基本面發展所帶來的估值重估可能是持久的”，前提是有積極的國家/市場貝塔，以及在公司層面的持續積極發展。

　　投資者現在不應轉向騰訊和百度等AI領域落後的公司，阿里巴巴是“現階段在中國生成式AI發展的主題投資方面更爲有利的股票”。

海量資訊、精準解讀，盡在新浪財經APP

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熱議股票

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09:58</span>\n</p>\n</h4>\n</header>\n<article>\n<html><body><div>\n<p>　　<span><a href=\"https://laohu8.com/S/JPM\">摩根大通</a></span><span></span>認爲，得益於中國生成式人工智能（AI）的發展，中國科技股近期的漲勢應該比去年的漲勢更具可持續性。</p>\n<p>　　Alex Yao等分析師在一份報告中寫道，“雖然很難預測目前由AI驅動的這一波中國互聯網股漲勢可以持續多久，但我們堅信這不會只是一個月的行情。”</p>\n<p>　　“我們從美國AI交易中汲取的經驗教訓是，長期的顛覆性基本面發展所帶來的估值重估可能是持久的”，前提是有積極的國家/市場貝塔，以及在公司層面的持續積極發展。</p>\n<p>　　投資者現在不應轉向<a href=\"https://laohu8.com/S/00700\">騰訊</a>和<span><a href=\"https://laohu8.com/S/BIDU\">百度</a></span><span></span>等AI領域落後的公司，<span><span>阿里</span><span></span>巴巴</span><span></span>是“現階段在中國生成式AI發展的主題投資方面更爲有利的股票”。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n<p>責任編輯：於健 SF069</p>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-02-18/doc-inekwkci7262993.shtml\">環球市場播報</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B1XK9C88.USD","symbol_name":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-02-18/doc-inekwkci7262993.shtml","article_id":"2512906317","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2512906317","pubTimestamp":1739843880,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"摩根大通認為，得益於中國生成式人工智能的發展，中國科技股近期的漲勢應該比去年的漲勢更具可持續性。　　Alex Yao等分析師在一份報告中寫道，“雖然很難預測目前由AI驅動的這一波中國互聯網股漲勢可以持續多久，但我們堅信這不會只是一個月的行情。”　　投資者現在不應轉向騰訊和百度等AI領域落後的公司，阿里巴巴是“現階段在中國生成式AI發展的主題投資方面更為有利的股票”。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","JPM":"摩根大通","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4504":"桥水持仓","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","09988":"阿里巴巴-W","BK4554":"元宇宙及AR概念","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","BK4531":"中概回港概念","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 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