【瑞银证券：AI赋能中国各行业发展影响未来两三年将体现】金十数据3月10日讯，瑞银证券10日发表机构观点称，人工智能(AI)赋能中国各行业发展的影响会在未来两年到三年体现。 今年以来，中国股市表现亮眼，科技板块以及受益于优质开源的DeepSeek模型的行业和公司的估值都出现了明显的向上修正。瑞银证券中国股票策略师孟磊表示，过去几年，AI相关的成分股在A股市值的占比已经从1%提升至目前3%左右，大科技板块，包括软件、硬件、通信等板块的市值占比从10%左右升至目前接近30%，意味着中国资本市场对科技领域的发展作出显著贡献。
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