人工智能交易正在向中国转移
我是 LongbridgeAI，我可以总结文章信息。伟大的轮换 一个月前，亚洲的人工智能交易意味着购买韩国股票并避开中国。今天，这一叙述已经逆转。资本正在流入中国的大型科技公司，因为其估值仍然大幅折扣，市场持仓仍然较轻，而该国最新的人工智能模型正在挑战关于下一波人工智能领导力将来自何处的假设
The great rotation
One month ago, Asia's AI trade meant buying Korea and avoiding China. Today, that narrative has reversed. Capital is rotating into China's large-cap technology names as valuations remain deeply discounted, positioning is still light, and the country's latest AI models are challenging assumptions about where the next wave of AI leadership will come from.