【汇丰：DeepSeek引证中国创新能力，外国资金流入有望回升】金十数据2月7日讯，投行汇丰称，中国人工智能（AI）初创公司DeepSeek的发展受到全球关注，也令到中国被低估的持续创新能力再次得到确认，相信随着投资者越来越意识到这项创新，中国与新兴市场之间的估值差距将会缩小，外国资金流入将会回升。A股科技公司或将受益于政策支持，现时缺少的必要环节在于中国的创新还没有转化为更高的获利能力，这只能透过需求面刺激来解决。相信随着AI变得越来越便宜，DeepSeek的发展可以催化AI上游公司（基础设施和硬体）向下游公司（软体和应用程式）的轮换。这种转变已经在美国市场发生，然话虽如此，AI/科技下游公司的优异表现也将依赖需求的强度和产品品质。
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