位置：中游情绪：利好参考度：4/10
高盛首席中国股票策略师刘劲津日前指出，人工智能（AI）引领的中国股票上涨并非泡沫。因为中国科技公司通过专注AI应用提升估值与盈利仍有空间。
刘劲津在接受媒体采访时表示，与美国专注算力不同，中国将更多资金投向AI应用领域。这使得投资者有理由相信，短期内中国AI商业化变现能力或更强。他强调，关键在于企业如何将AI产品需求转化为实际收益，且专注应用的中国公司估值更为合理。
自中国初创公司推出高效低成本AI大模型，及大型科技公司推出新AI工具后，对中国成为AI超级大国的乐观情绪高涨。但此时，全球对AI泡沫的担忧也在加剧。刘劲津明确从估值角度，中国AI股上涨远未形成泡沫。
他指出，中国前十大科技公司总市值与美国同类企业相差十倍，在主要指数中的市值占比也远低于美国。同时，中国AI投资周期较美国晚18个月左右，有增长空间并有望转化为盈利和收入增长。刘劲津还..
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If China’s AI commercialization ability is stronger in the short term, why is there still a huge gap in the total market value of the top ten tech companies between China and the US? And with the global concern about AI bubbles, can China really avoid it just from the valuation perspective? Also, wi…