摩根士丹利:AI驱动中资股升势将持续

观点网
12 Feb

观点网讯:2月12日,摩根士丹利中国股票策略师王滢团队发布报告称,由人工智能(AI)驱动的中资股短期升浪将持续,主要受益于全球投资者对中国股票的低仓位配置。该行指出,中国AI领域近期取得突破性进展,如DeepSeek发布高性价比大模型,成为市场重要催化剂。报告显示,全球投资者正重新评估中国科技及AI领域的可投资性。尽管中美竞争已延伸至高端制造和AI领域,但中国通过工程师资源、数据可用性及完善...

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