在人工智能的叙事驱动下,中国科技股正今年的表现已将美国同行远远甩在身后。今年以来,恒生科技指数已飙升41%,远超同期纳斯达克指数17%的涨幅。这轮始于年初DeepSeek人工智能取得突破的涨势,在9月份得到进一步加速。“关于中国AI的整个叙事已经完全改变了”,美银全球研究的首席中国股票策略师Winnie Wu表示:“感觉中国正在AI算力这个非常重要的瓶颈上取得突破。”AI大模型突破成关键转折点“...
Source Link在人工智能的叙事驱动下,中国科技股正今年的表现已将美国同行远远甩在身后。今年以来,恒生科技指数已飙升41%,远超同期纳斯达克指数17%的涨幅。这轮始于年初DeepSeek人工智能取得突破的涨势,在9月份得到进一步加速。“关于中国AI的整个叙事已经完全改变了”,美银全球研究的首席中国股票策略师Winnie Wu表示:“感觉中国正在AI算力这个非常重要的瓶颈上取得突破。”AI大模型突破成关键转折点“...
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