德银:不只是DeepSeek,2025年将是中国企业在全球崛起的一年,中国股票“估值折价”将消失

华尔街见闻
06 Feb

Deepseek爆火之后,要重估的或是整个中国资产。 在2月5日的最新报告中,德意志银行唱多称,2025年是中国超越其他国家的一年,预计中国股票“估值折价”将消失,A股/港股牛市将继续并超过此前高点。德银表示: 2025年被视为投资界意识到中国在全球竞争中领先的一年。越来越难以不承认,中国企业在多个制造和服务业领域提供高性价比和优质产品。 我们预计中国股票的“估值折价”将消失,盈利能力可能因...

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