格隆汇1月28日|德银策略师George Saravelos在最新报告中表示,长期来看,对于全球经济而言,DeepSeek的出现被视为一种“积极的供应冲击”,因为它以更低的成本带来更广泛的人工智能技术,最终实现更快的生产力增长。Saravelos写道:从宏观角度看,这种技术将推动经济增长,同时抑制通胀,对债券和股市产生积极影响。然而,如果这种技术传播更加全球化,削弱了美国在技术领域的独特优势,美元...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.