3月10日，又一场全线大跌突袭美股。其中，曾经风光无限的“七巨头”成了“重灾区”。特斯拉单日跌超15%，年内暴跌45%，凸显了美国科技股的颓势与落寞。投资者对美国科技股高企的估值和看不到收益的巨大成本投入感到担忧。
与之形成鲜明对比的是，今日港股恒生科技指数低开高走，收盘涨逾1%；A股三大指数也全线收涨，走出了惊艳世界的独立行情。自DeepSeek横空出世以来，对中国科技公司的看涨热情持续高涨，无论是具备强大AI算力体系的阿里巴巴、腾讯，还是进军新能源汽车后爆品不断的小米，都掀起了全球性的投资狂潮。
目前，这股追捧中国科技股的的超级热浪足以比肩2023年美国科技股的 “疯牛” 行情，并可能转换为一次历史级长牛。
用华尔街的话来形容，目前市场上最有前途的，就是新“ABC策略”——A for AI，B for BABA(即阿里巴巴)，C for China。
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