券中社2月18日讯,瑞银证券中国股票策略分析师孟磊发布最新观点称,DeepSeek使中国创新重回全球投资者视野,预计未来中国资本市场将在支持科技创新和产业转型升级中发挥更大的作用。过去十年,大科技板块在A股总市值中的占比不断攀升,目前已达21%。春节后,与人工智能主题关联度较高的板块,如计算机、汽车、电子等迎来明显的估值提升,推升大科技板块成交金额占全部A股的比例至历史高点44%。他判断,中期该...
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