DeepSeek-R1的出现,以及其他最近推出的具有全球竞争力和成本效益的中国AI模型,正在改变了中国股市的叙事。 高盛在2月17日的报告中指出: 广泛的AI采用可以在下一个十年内,将中国企业每年每股收益提高2.5%,增长前景改善和信心提升或将中国股市的公允价值提高15-20%,由此可能带来超过2000亿美元的资金流入(其中南向资金贡献1040亿美元),有望部分扭转全球资产管理机构的低配状态。 ...
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