在DeepSeek人工智能系统的催化下，全球投资者对中国市场的可投资性和科技实力重新评估，推动中国科技股及相关ETF产品周一夜盘出现大涨行情。其中追踪富时中国A股指数的三倍做多ETF YINN强势上涨5.02%。
投行机构分析指出，DeepSeek等人工智能突破引发了一波对中国科技产业链的热潮。高盛等投行看好人工智能推动中国经济增长势头并提振企业盈利，认为AI有望在未来十年每年提振中国企业每股盈利(EPS)约2.5%，并预计或将吸引2000多亿美元的资金流入。
对此，高盛将MSCI中国和沪深300的12个月目标价上调至85和4700点，分别上涨16%和19%;并为中国AI股票构建了六大主题投资框架，包括半导体、数据与云计算、软件应用等领域。在该框架下，高盛认为近期表现领先的也已接近定价合理的"硬件"板块存在获利回吐压力，而数据云和软件应用等"软件"板块则有望成为AI热潮受益的重点方向。
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