华泰证券发布港股策略研报称,中美科技股估值在过去两年分化显著,AI发展水平或是关键。DeepSeek具有低成本、高性能优势,引发行业对资本开支、应用场景等讨论,或推动投资者重新评估中国科技企业的技术潜力,进而催化中美科技股价值重估。
资本市场对此反应强烈,招商证券研报指出该模型性能已超越主流开源模型,华泰证券则认为其"低成本+高性能"特性可能引发全球科技股价值重估。数据显示,中美科技股估值差已扩大至历史极值,AI技术突破有望成为估值修复催化剂。
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