---
title: "人工智能交易正在向中國轉移"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/293229462.md"
description: "偉大的輪換\n\n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"
datetime: "2026-07-20T14:36:53.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293229462.md)
  - [en](https://longbridge.com/en/news/293229462.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293229462.md)
generator: "portal-rs"
---

# 人工智能交易正在向中國轉移

## **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.

## **China tech**

### 相關股票

- [STECH.HK](https://longbridge.com/zh-HK/quote/STECH.HK.md)
- [HST.SG](https://longbridge.com/zh-HK/quote/HST.SG.md)
- [MCHI.US](https://longbridge.com/zh-HK/quote/MCHI.US.md)
- [03033.HK](https://longbridge.com/zh-HK/quote/03033.HK.md)
- [513130.CN](https://longbridge.com/zh-HK/quote/513130.CN.md)
- [159740.CN](https://longbridge.com/zh-HK/quote/159740.CN.md)
- [03121.HK](https://longbridge.com/zh-HK/quote/03121.HK.md)
- [513180.CN](https://longbridge.com/zh-HK/quote/513180.CN.md)
- [159742.CN](https://longbridge.com/zh-HK/quote/159742.CN.md)
- [03032.HK](https://longbridge.com/zh-HK/quote/03032.HK.md)
- [520920.CN](https://longbridge.com/zh-HK/quote/520920.CN.md)
- [EWY.US](https://longbridge.com/zh-HK/quote/EWY.US.md)
- [CQQQ.US](https://longbridge.com/zh-HK/quote/CQQQ.US.md)
- [03067.HK](https://longbridge.com/zh-HK/quote/03067.HK.md)
- [07226.HK](https://longbridge.com/zh-HK/quote/07226.HK.md)
- [07552.HK](https://longbridge.com/zh-HK/quote/07552.HK.md)
- [07266.HK](https://longbridge.com/zh-HK/quote/07266.HK.md)

## 相關資訊與研究

- [MAUM.AI 贏得了 Hanwha Ocean 關於自主船舶焊接 AI 的重大合同](https://longbridge.com/zh-HK/news/298671014.md)
- [CU 科技公司在幾乎完成了 10 億韓元的股票回購後，終止了庫藏股信託](https://longbridge.com/zh-HK/news/298552101.md)
- [愛茉莉太平洋通過新的風險評估框架來加強其公平貿易合規計劃](https://longbridge.com/zh-HK/news/298682528.md)
- [亞洲股市在經歷九個月拋售後吸引外資買家](https://longbridge.com/zh-HK/news/298555715.md)
- [Duzon Bizon 在 2026 年釜山 K-ICT 周展示了 ONE AI](https://longbridge.com/zh-HK/news/298669813.md)

---
> **免責聲明: 本文僅供參考，不構成任何投資建議。**