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高盛:投资者抛弃美股涌入中国,DeepSeek是主要原因

中国股市迎来牛市,MSCI中国指数今年上涨20%,创下最佳开年表现。高盛认为,美国股市波动导致投资者转向中国市场,尤其是科技领域。DeepSeek等中国科技企业在AI大模型上的突破,挑战西方资本密集型AI研发,提振科技股表现。香港恒生科技指数年内涨幅达32%,阿里巴巴、腾讯和百度股价大涨。高盛指出,中国技术突破由微观层面和创新驱动,对企业盈利和估值有益,可能使上涨行情更持久。

媒体报道
商业银行接入DeepSeek大赛:谁抢先,谁落后 财经网/新浪科技
高盛:投资者抛弃美股涌入中国,DeepSeek是主要原因 凤凰科技

事件追踪
2025-03-07 高盛:预计中国股市将进一步上涨,上调MSCI新兴市场目标价
2025-02-17 高盛:维持腾讯控股「买入」评级 目标价 534 港元
2024-10-06 高盛上调中国股市评级至「超配」,预测涨幅可达 15-20%
2024-08-06 高盛:对冲基金继续抛售美国科技股
2024-08-03 高盛曝光“聪明钱”转向:对冲基金抛售北美股票,买入中国股票
2024-07-09 高盛:预计8月资金将大量流出美股
2024-07-01 高盛对科技公司大举投资人工智能提出质疑
2024-06-12 高盛:予美团“买入”评级 目标价148元
2023-10-10 高盛建议四季度超配中国股票

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高盛:投资者抛弃美股涌入中国,DeepSeek是主要原因

中国股市迎来牛市,MSCI中国指数今年上涨20%,创下最佳开年表现。高盛认为,美国股市波动导致投资者转向中国市场,尤其是科技领域。DeepSeek等中国科技企业在AI大模型上的突破,挑战西方资本密集型AI研发,提振科技股表现。香港恒生科技指数年内涨幅达32%,阿里巴巴、腾讯和百度股价大涨。高盛指出,中国技术突破由微观层面和创新驱动,对企业盈利和估值有益,可能使上涨行情更持久。

媒体报道
商业银行接入DeepSeek大赛:谁抢先,谁落后 财经网/新浪科技
高盛:投资者抛弃美股涌入中国,DeepSeek是主要原因 凤凰科技

事件追踪
2025-03-07 高盛:预计中国股市将进一步上涨,上调MSCI新兴市场目标价
2025-02-17 高盛:维持腾讯控股「买入」评级 目标价 534 港元
2024-10-06 高盛上调中国股市评级至「超配」,预测涨幅可达 15-20%
2024-08-06 高盛:对冲基金继续抛售美国科技股
2024-08-03 高盛曝光“聪明钱”转向:对冲基金抛售北美股票,买入中国股票
2024-07-09 高盛:预计8月资金将大量流出美股
2024-07-01 高盛对科技公司大举投资人工智能提出质疑
2024-06-12 高盛:予美团“买入”评级 目标价148元
2023-10-10 高盛建议四季度超配中国股票

#热门话题

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Telegram today rolling out an update which brings with it several new features.The update also adds interactive emoji. When you send one of the select animated emoji in chat, you can now tap on it to initiate a full screen animation. The update also adds interactive emoji. When you send one of the select animated emoji in chat, you can now tap on it to initiate a full screen animation. This is then visible to you or anyone else who's also present in chat at the moment. The animations are also accompanied by vibrations. This is then visible to you or anyone else who's also present in chat at the moment. The animations are also accompanied by vibrations.

Telegram hopes to raise $1bn with a convertible bond private placement

The super secure UAE-based Telegram messenger service, developed by Russian-born software icon Pavel Durov, is looking to raise $1bn through a bond placement to a limited number of investors from Russia, Europe, Asia and the Middle East, the Kommersant daily reported citing unnamed sources on February 18, 2021.The issue reportedly comprises exchange bonds that could be converted into equity in the messaging service that is currently 100% owned by Durov and his brother Nikolai.Kommersant reports that the price of the conversion would be at a 10% discount to a potential IPO should it happen within five years.The minimum bond placement is said to be set at $50mn, but could be lowered to $10mn. Five-year bonds could carry an annual coupon of 7-8%.

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