【2 月 12 日，高盛发布研报】高盛指出，中国人工智能初创深度求索开发的 DeepSeek 模型出现，推动人工智能推理需求更快速增长，关键组成部分或重新平衡。对于万国数据，高盛看好其价值增值机会，能捕捉人工智能推理需求，将 H 股目标价定于 38.3 港元，美股目标价定于 39.2 美元，均给予“买入”评级，正等待美国相关规定更新，这或影响其长期增长前景。对于世纪互联，高盛认为其新建批发园区因...
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