中国资产重估叙事在形成，计算机ETF南方近三日累计涨超12%

格隆汇02-07

今日A股，DeepSeek板块、华为概念股、智普AI等科技板块继续强势上涨，成分股优刻得“20CM”涨停，卫宁健康、嘉禾美康分别涨14.81%和11.63%，带动计算机ETF南方(159586)上涨2.45%，录得三连涨，累计涨幅高达12.77%。中信证券研报指出，DeepSeek模型相比GPT4模型更小的参数量也意味着更低的推理成本，推理成本的降低，将是AI应用普及的前奏。高盛和德银也纷纷唱多...

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