转自:中国新闻网
中新网2月17日电(宫宏宇)据彭博社16日报道,中国人工智能公司DeepSeek的技术突破,正促使股票资金从印度回流到中国。
彭博社称,随着DeepSeek推动中国科技行业形势看涨,以及中国将出台更多利好经济措施的预期,全球对冲基金以数月来最快的速度涌入中国股市。过去一个月,中国A股在岸和离岸市场总市值增长超1.3万亿美元(约9.43万亿元人民币)。
Candriam基金经理Vivek Dhawan表示,DeepSeek带来的进展或将为提振中国经济和市场提供长期动力。“如果把所有因素综合起来考虑,从风险回报这一角度来看,中国变得比印度更具吸引力。”
彭博社指,随着市场重新评估中国投资潜力,中国市场吸引力正逐步回升,尤其在科技领域。彭博社对部分活跃的亚洲股票基金的地区配置统计结果显示,近几个月来,大多数基金都在减少对印度股票的投资,增加对中国股票的投资。
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