DeepSeek扰动全球AI交易,高盛、瑞银、大摩怎么看?

第一财经
11 Feb

此前,英伟达及亚洲部分AI半导体相关股票承压,美国科技巨头也开始遭遇投资者的质疑,巨大的AI投入是否与回报相匹配,另一边,中国DeepSeek相关主题不断飙升,恒生指数过去一个月累计上涨15%,是同期全球主要指数中表现最好的,上周走势也领涨全球。据第一财经记者了解,面对全球客户空前密集的问询,高盛、摩根士丹利、瑞银等国际投行都纷纷发布多份与DeepSeek相关的研究。投行普遍认为,当前还不能过早...

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