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。 ...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.