来源：@究竟视频微博

【#美国科技七巨头高位遇冷#，#多家国际投行唱多中国股市#】近阶段，由DeepSeek引发的中国互联网巨头估值重估仍在持续。恰逢“美国科技七巨头”股价震荡，关于“中国科技十姐妹”力压“美国科技七巨头”的说法不胫而走。

上周五标普500指数大跌1.71%，创下该指数自2024年12月18日以来表现最差的一天。加之中国互联网巨头的动态市盈率普遍仅有美国的1/2，这轮重估持续多久且能否吸引更多外资，成了投资圈的关注焦点。

一切由预期支撑的牛市都比不上业绩的确认。阿里巴巴在上周发布的财报似乎给投资者吃了一颗定心丸。高盛、Jefferies等国际投行开始纷纷上调目标价。

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