高盛看涨中国股市 DeepSeek激发市场对中国科技乐观情绪

联合早报
17 Feb

刘劲津及团队星期一在报告写道,DeepSeek及其他中国AI模型“改变了市场对中国科技的叙述,重塑了投资者对人工智能增长及其经济收益的乐观情绪。” 他们认为,人工智能的广泛应用可能会在未来十年内每年推动中国企业的每股收益增长2.5%。 彭博社指出,华尔街投资者和分析师正对中国股市重新燃起兴趣,DeepSeek的技术突破促使他们重新评估中国市场的吸引力。过去一周,摩根士丹利、摩根大通和瑞银集团的...

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