【花旗:下调美股股市评级 上调中国股市评级至增持】金十数据3月11日讯,花旗将美国股票评级从增持下调至中性,同时将中国股票评级上调至增持,称美国例外论至少暂停了。德克•威勒(Dirk Willer)等花旗策略师的一份报告显示,美国例外论的中断现在变得更加明显;自2023年10月以来,该公司一直增持美国股票。花旗预计美国的增长势头将低于全球其他地区,不过,当人工智能叙事再次占据主导地位时,美国股市可能会恢复跑赢大盘。花旗称,考虑到中国科技行业的实力、政府对该行业的支持以及低廉的估值,即便在股市大涨之后,中国股市仍显得颇具吸引力;“ DeepSeek证明了中国技术处于西方技术前沿,甚至超越了西方技术,”花旗称。
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