DeepSeek催化资产重估 外资加速抢购中国股票

重庆晨报
13 Feb

据新华社电 美国高盛集团日前发布报告说,中国人工智能(AI)企业深度求索(DeepSeek)的出现正激发投资者加速购买中国股票的热情。

路透社11日援引高盛报告报道,今年以来,全球对冲基金一直抢购中国股票。报告说,截至2月7日,在高盛全球范围内的大宗经纪业务中,在岸和离岸中国股票合计成为“名义净买入最高的市场”。2月3日至7日这一周,对冲基金买入中国股票的力度为四个多月来最强。

报道说,DeepSeek突破性的低成本人工智能模型已成为全球投资者重新评估中国资产的“催化剂”,这些投资者同时认为美股估值正在见顶。

报道说,分析师和投资者认为,中国当前宏观政策有力支撑市场情绪。国际评级机构明晟(MSCI)中国指数自今年1月中旬以来已连涨4周,2月以来的涨幅超过6%,表现优于全球主要市场。

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