国信证券港股3月策略：美债利率回落、DeepSeek部署将推动港股估值扩张

智通财经03-03

智通财经APP获悉，国信证券发布研报称，随着美债利率的下行以及DeepSeek的面世，港股获得了资金面与基本面的双重受益。上调了港股的目标区间，至2025年23000-25000点。板块方面：1、AI相关产业链：随着DeepSeek的发布，中国的互联网公司也迎来了AI的新局面，多家企业部署了大模型，这将有利于云计算、国产算力与下游应用的增长;其中相关的四个GICS二级行业分别为媒体(互联网)、...

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