DeepSeek引发了对中国资产的价值重估,高盛在最新研究报告中提出了一个全新的中国股市AI投资框架。 2月17日,高盛分析师Kinger Lau等在报告中表示,DeepSeek-R1的出现,以及其它最近推出的具有全球竞争力和成本效益的中国人工智能模型,改变了中国科技的叙事,提升了投资者对人工智能增长和经济利益的乐观预期。 高盛估计,广泛采用AI将在未来十年内每年提升中国企业每股收益(EPS)...
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