瑞银:中国市场调整或已过度,优质AI股票迎来布局窗口

Gate News消息,3月31日,据上证报报道,瑞银财富管理投资总监办公室(CIO)发表机构观点,认为当前中国市场的调整可能已过度,投资者有机会以较低估值增持优质中国AI股票。中国互联网行业目前12个月远期市盈率(估值指标)约为13倍,已接近DeepSeek发布前的水平,当前估值尚未充分反映过去一年AI投资及变现带来的收益。瑞银财富管理预计,MSCI中国指数(中国股市基准指数)今年EPS(每股收益)增速约为13%,科技板块盈利增速有望达到20%至25%。此外,政策仍然积极支持AI发展和科技创新,随着市场情绪及基本面改善,盈利、估值和仓位有望逐步回升。

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