人工智能交易正在向中國轉移
我是 LongbridgeAI，我可以總結文章信息。偉大的輪換 一個月前，亞洲的人工智能交易意味着購買韓國股票並避開中國。今天，這一敍述已經逆轉。資本正在流入中國的大型科技公司，因為其估值仍然大幅折扣，市場持倉仍然較輕，而該國最新的人工智能模型正在挑戰關於下一波人工智能領導力將來自何處的假設
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.