寒武纪和英伟达“过招”、小米和理想对标特斯拉、中芯国际与台积电“打擂”……瑞银在最新出炉的研报中给了份中美科技股对标名单。随着DeepSeek的R1模型发布,AI在中国的发展再次成为投资者关注的焦点。瑞银James Wang团队在12日的报告指出,自年初以来,AI相关中国上市股票平均上涨了15%,跑赢MSCI中国指数9%。考虑到当前流动性充裕和利率较低,瑞银认为AI相关股票存在估值重估机会。瑞银...
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