近期DeepSeek的横空出世促使一众外资机构对中国资产“刮目相看”:摩根士丹利表示中国股市将在 AI 的推动下实现更加可持续的上涨;德意志银行宣称中国股票的估值折价将逐渐消失,A股和港股中期内有望再创新高;高盛发布题为《是时候实施“A计划”了》的研报,表示中国股票的价值将提升15%-20%......与此同时,特朗普政府的不确定性也加剧了美股的动荡,估值更低、政策预期更稳定的中国资产确实有望让...
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