智通财经APP获悉,近日,景顺亚太区(日本除外)环球市场策略师赵耀庭表示,对于关于DeepSeek及环球人工智能发展,这引发目前市场对人工智能领域获得的巨额投资以及相关投入是否物有所值的疑问。当前,美国股市高度集中只是暂时现象的原因,适宜对美国市场采取同等权重的配置方法,相对美国超大型股,更偏好中小型股;而相对美国股票,更偏好中国股票。中国股票(尤其是中国科技公司)的估值较美国同业公司存在大幅折让...
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