华尔街机构，押注中国 AI

📅 2026-07-07 14:19 财联社投资财经 2 分鐘 1469 字評分: 82

📌 一句话摘要量子策略建议撤出美国 AI 转向中国股票，麦格理看好中国 AI 芯片企业，中美大模型价格差达数十倍，中国 AI 生态因性价比和本土供应链成为资本新焦点。 📝 详细摘要文章报道了华尔街机构对中国 AI 态度的转向。量子策略明确建议撤出美国科技龙头、转投中国 AI 应用相关股票，并指出此前美股七巨头市值蒸发已反映市场担忧。麦格理则圈定五家中国 AI 芯片企业给予评级，重点推荐寒武纪与壁仞科技，认为中国本土芯片供应链正加速成型。文章还对比了中美大模型的定价差异：DeepSeek V4-Pro 输出价格仅为 GPT-5.5 的约 1/30，GLM-5.2 成本约为后者的 1/6，

Title: 华尔街机构，押注中国 AI | BestBlogs.dev

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Published Time: 2026-07-07 14:19:00

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华尔街机构，押注中国 AI

Quantum Strategy advises shifting from US AI to China stocks, Macquarie is bullish on Chinese AI chip companies, the price gap between Chinese and US large models reaches tens of times, and China's AI ecosystem has become a new capital focus due to cost-effectiveness and local supply chains. Home Discover Settings

查看原文 → 發佈: 2026-07-07 14:19:00 收錄: 2026-07-07 16:00:40

华尔街机构，押注中国 AI

华尔街机构，押注中国 AI

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