摩根大通认为，得益于中国生成式人工智能（AI）的发展，中国科技股近期的涨势应该比去年的涨势更具可持续性。

　　Alex Yao等分析师在一份报告中写道，“虽然很难预测目前由AI驱动的这一波中国互联网股涨势可以持续多久，但我们坚信这不会只是一个月的行情。”

　　“我们从美国AI交易中汲取的经验教训是，长期的颠覆性基本面发展所带来的估值重估可能是持久的”，前提是有积极的国家/市场贝塔，以及在公司层面的持续积极发展。

　　投资者现在不应转向腾讯和百度等AI领域落后的公司，阿里巴巴是“现阶段在中国生成式AI发展的主题投资方面更为有利的股票”。

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