中国银河:港股重估加速,AI应用突围
news flash·2025-06-22 06:40

Group 1 - The core viewpoint of the article highlights the revaluation of Hong Kong stocks driven by a combination of improved funding conditions, policy catalysts, and the influx of quality assets [1] - The article emphasizes that the restructuring of global industrial chains positions domestic AI, represented by DeepSeek, as a strategic pivot for China's AI industry to transition from "technological catch-up" to "industry benchmark" [1] - DeepSeek's open-source strategy is noted for breaking traditional closed-source model barriers, reshaping the global AI value chain with its low-cost and high-performance characteristics [1] Group 2 - The article suggests that the ecological synergy effects and global practices triggered by DeepSeek may redefine the industrial landscape in the digital age [1] - The transition of China's AI industry from a follower to a leader in the ecosystem is seen as a critical leap forward [1] - The combination of funding recovery, policy support, and quality asset inflow is expected to propel Hong Kong stocks from a global valuation lowland to a value highland [1]