华尔街“看的很远”：中国资产从“可交易”转向“可投资”

华尔街见闻2025-02-19

美银表示，DeepSeek可能成为类似于2014年阿里巴巴IPO的重要转折点，推动全球投资者重估中国资产价值，有望激发新经济企业集群效应，形成对经济增长、就业和收入的广泛乐观预期，进而吸引全球长期资本回流中国市场。继瑞银、高盛后，又一家华尔街大行为DeepSeek站台：全球资本对中国股市的投资逻辑变了！美银分析师Winnie Wu等在其最新研报中表示，DeepSeek的突破性进展正推动全球投资者...

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