一、2025年初以来恒生科技板块估值持续回升,10月以来有所震荡,互联网龙头公司估值普遍具备性价比以AI大模型为核心的新一轮竞争,受到Deepseek开源及模型普惠化带来商业化ROI改善,国产AI迎来估值重塑,龙头互联网平台是本轮的中坚力量,兼具AI大模型能力+capex投入(包括支持国产算力)、人才投入能力+应用能力等,带来年初以来恒生科技板块估值的持续回升,但由于海外流动性、宏观环境、公司...
Source Link一、2025年初以来恒生科技板块估值持续回升,10月以来有所震荡,互联网龙头公司估值普遍具备性价比以AI大模型为核心的新一轮竞争,受到Deepseek开源及模型普惠化带来商业化ROI改善,国产AI迎来估值重塑,龙头互联网平台是本轮的中坚力量,兼具AI大模型能力+capex投入(包括支持国产算力)、人才投入能力+应用能力等,带来年初以来恒生科技板块估值的持续回升,但由于海外流动性、宏观环境、公司...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.