港股異動丨瑞聲科技漲超6%,股價創2021年7月以來新高
瑞聲科技(2018.HK)盤初拉昇漲超6%,報53.2港元,股價創2021年7月以來新高。中銀國際近日發表報告指,繼DeepSeek之後,中國AI生態創新步伐持續加快。3月5日發佈的QwQ-32B性能比肩甚至優於DeepSeek-R1,且在獨樹一幟的強化學習框架加持下,比DeepSeek更具成本效益。同一天,中國首個通用AI智能體Manue.ai發佈,並以其40餘個豐富的應用案例演示轟動社區,引發新一輪探索AI實際應用的市場熱點。雖然該行認爲人工智能的能力邊界並沒有因爲這幾個模型而產生髮生大規模的範式轉變,但成本降低、生態系統擴展和交互方式疊代等工程上的持續進步使該行相信人工智能仍將繼續是行業和資本市場的主要投資重點。中國科技行業將從中國人工智能技術的崛起持續顯著受益,尤其考慮到中國公司與大多數美國對標公司相比估值仍然具有吸引力。該行認爲主要行業受益標的就包括邊緣AI硬件中的瑞聲科技。

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