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2025年中国科技股涨疯了,2026年会如何发展?AI科技会赶超美国吗?

30-Jan-26 15:47

2025年中国科技股涨疯了,2026年会如何发展?AI科技会赶超美国吗?

尽管中国宏观经济仍面临房地产和消费端的结构性挑战,但中国科技股在 2026 年开局便展现出惊人的爆发力,境内科技指数在短短一个月内飙升近 13%,表现远超纳斯达克。 去年对中港股而言,可说是强劲的一年,去年1月尾,Deepseek以「质优价廉」的AI模型震撼全球以来,中国科技行业开启了一场史诗级的范式转移。大家都在猜测,新一代的Deepseek面世,会不会复制去年血洗美股、再次提振中港股的场景? 而在这一轮由技术自立自强驱动的牛市中,投资者该如何区分「真突破」与「估值泡沫」?本期节目邀请到了Areca Capital 的首席投资官——庄清秀,和我们分析驱动这次「开门红」的核心力量是什么?

照片取自: JarTee/Shutterstock.com

Produced by: 余伟健

Presented by: 余伟健


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Categories:  news

Tags:  ChinaTechRallyAIRevolutionMarketOutlook2026





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