摩根士丹利：AI驅動中資股升勢將持續

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2025/02/12

觀點網訊：2月12日，摩根士丹利中國股票策略師王瀅團隊發布報告稱，由人工智能（AI）驅動的中資股短期升浪將持續，主要受益於全球投資者對中國股票的低倉位配置。該行指出，中國AI領域近期取得突破性進展，如DeepSeek發布高性價比大模型，成為市場重要催化劑。報告顯示，全球投資者正重新評估中國科技及AI領域的可投資性。儘管中美競爭已延伸至高端製造和AI領域，但中國通過工程師資源、數據可用性及完善...

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