美银首席股票策略师：这轮科技牛市还能持续多久
21世纪新健康研究院·2025-02-16 11:57
美银首席股票策略师：这轮科技牛市还能持续多久？20250213 摘要 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 • Morgan Stanley and UBS suggest the Chinese market's momentum will continue, with JP Morgan highlighting a tactical rally driving Asian stock upside. Bank of America draws parallels between Deep Seek and Alibaba's 2014 IPO, anticipating similar inspiration for new economy companies and foreign capital attraction. • Deep Seek's emergence could mark an inflection point for China's market over 3-5 years, renewing optimism about AI's potential to ...