华尔街“看的很远”:中国资产从“可交易”转向“可投资”

华尔街见闻
19 Feb

美银表示,DeepSeek可能成为类似于2014年阿里巴巴IPO的重要转折点,推动全球投资者重估中国资产价值,有望激发新经济企业集群效应,形成对经济增长、就业和收入的广泛乐观预期,进而吸引全球长期资本回流中国市场。继瑞银、高盛后,又一家华尔街大行为DeepSeek站台:全球资本对中国股市的投资逻辑变了!美银分析师Winnie Wu等在其最新研报中表示,DeepSeek的突破性进展正推动全球投资者...

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