摩根资产管理认为中国科技领域将迎来“更多DeepSeek时刻”

环球市场播报
Jan 14

  摩根资产管理表示,随着中国加大力度创建更多类似DeepSeek的公司,中国科技股将继续受益于技术突破。

  “我们确实认为中国在科技领域仍然有很多机会。”该公司的全球市场策略师Raisah Rasid在新加坡的一次简报会上表示:“你们将会看到越来越多机器人技术的进步,以及更多DeepSeek时刻。”

  年初至今,一项衡量中国内地科技股的指数已上涨12%,表现跑赢香港以及美国的同类指数,因投资者纷纷涌入。从芯片到人形机器人再到商用火箭等领域的每日进展,以及大量计划中的股票上市,共同推动了这股热潮。

  展望未来,Rasid认为人工智能支出和更有利的政策将成为推动中国科技股的关键催化剂。

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