《大行》摩通:八股份不在AI受益者常规名单中但已经充分利用AI 百胜中国(YUMC.US)海尔智家(06690.HK)中远海控(01919.HK)等有份

阿斯达克财经
Feb 24, 2025

摩根大通发表研究报告指,该行本月中旬在深圳举行投资者会议,发现几乎所有非科技公司都蜂拥采用DeepSeek以优化成本,改善效率,提升生产力及发掘商机。投资者正追逐互联网、资讯科技及新能源车板块的AI投资标的,少数股份已呈技术上超买。展望未来,摩通表示,随着内地房地产市场进一步确认趋稳,加上消费趋势温和复苏,中国股市反弹有望更趋广泛。该行又指出,有8个股份虽然不在AI受益者常规名单,但已经充分利用...

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