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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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