DeepSeek的AI突破将50B美元从印度股票转向中国股票, AI breakthrough by DeepSeek shifts $50B from Indian to Chinese stocks, boosting Chinese equities despite risks.

DeepSeek的AI突破将投资从印度股票转移到中国股票,50%以上的基金削减了印度的分拨,以增加在中国和香港的持有量。 DeepSeek's AI breakthrough has shifted investments from Indian to Chinese stocks, with over 50% of funds cutting their Indian allocations to increase holdings in China and Hong Kong. 摩根斯坦利资本国际公司印度指数迄今下降了7%,而中国股票则激增。 The MSCI India Index has dropped 7% year-to-date, while Chinese equities have surged. 这一转变的驱动因素是中国AI模型的绩效提高和成本降低,但专家们对中国的波动和经济挑战,包括贸易紧张和金融体系问题,持谨慎态度。 This shift is driven by improved performance and reduced costs from Chinese AI models, but experts caution about the volatility and economic challenges in China, including trade tensions and financial system concerns.