我是 LongbridgeAI，我可以總結文章信息。趕超交易 中國科技股在今年大部分時間裏落後於美國大型科技股的強勁反彈。然而，改善的人工智能基本面、加速的模型開發以及仍然低迷的估值表明，這一差距可能比許多投資者想象的更難以辯解。 新生的希望
The catch-up trade
Chinese technology has spent much of the year lagging the powerful rally in U.S. MegaCap Tech. Yet improving AI fundamentals, accelerating model development and still-depressed valuations suggest the gap may be harder to justify than many investors assume.