金吾财讯 | A股三大指数早盘震荡分化，截至午间收盘，沪指涨0.31%，创业板指跌0.35%，深证成指跌0.1%。板块方面，DRG/DIP、DeepSeek、MLOps等概念板块涨幅居前，机器人执行器、人形机器人、光伏设备等概念板块跌幅居前。德意志银行表示，DeepSeek推出后，中国知识产权得到认可，中国在高附加值领域和供应链主导地位的范围正以前所未有的速度扩大。该报告认为，2025年将是中国企业在全球崛起的一年，中国股票估值折价的现象将消失。报告还表示，A股和港股的本轮反弹始于2024年，预计会在2025年延续并超过此前高点。
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