智通财经APP获悉，周四，中概股逆势上涨，再鼎医药(ZLAB.US)涨近7%，爱奇艺(IQ.US)涨超6%，小牛电动(NIU.US)涨超5%，贝壳(BEKE.US)、哔哩哔哩(BILI.US)涨超2%。消息面上，长期以来对于中国股市偏向谨慎的摩根士丹利今年第二次上调中国股市的指数目标点位，该机构进一步看涨中国股市的核心逻辑在于DeepSeek引爆的中国AI热潮之下企业盈利增长预期持续改善以及对经济增长和货币政策前景更加乐观。
大摩分析团队将香港基准指数——恒生指数，以及恒生中国企业指数、MSCI中国指数和覆盖中国多数蓝筹股的沪深300指数年终目标位分别上调至25,800点、9,500点、83点以及4,220点，分别代表着较上周五收盘点位高达9%、9%、9%和8%的潜在上行空间。
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