华尔街开始追捧中国人工智能概念股.pdfVIP

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华尔街开始追捧中国AI概念股

ByCharlotteYang

作者：CharlotteYang

February10,2026at11:55AMGMT+8

Updatedon

更新于February10,2026at2:21PMGMT+8

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TakeawaysbyBloombergAI

彭博AI摘要

WallStreetanalystsarebuyingintotheexcitementover

Chinesestocksrelatedtoartificialintelligence,asshownby

thefirstratingsforthecompaniesinarecentwaveof

listings.

华尔街分析师正纷纷加⼊对中国⼈⼯智能相关股票的热潮，近

期⼀批新上市公司的⾸批评级便体现了这⼀点。

JPMorganChaseCo.recommendedthatinvestorsbuy

thestocksofAIintelligencemodeldevelopersMiniMax

GroupInc.andKnowledgeAtlasTechnologyJSCLtd.,also

knownasZhipu.

摩根⼤通建议投资者购买⼈⼯智能模型开发商MiniMax和智谱

（KnowledgeAtlasTechnologyJSCLtd）的股票。

GoldmanSachsGroupInc.ratedchipdesignersShanghai

BirenTechnologyCo.andMetaXIntegratedCircuits

ShanghaiCo.newbuysonthestrongAIgrowthoutlook.

⾼盛集团（GoldmanSachsGroupInc.）基于⼈⼯智能领域的

强劲增⻓前景，将芯⽚设计公司上海壁仞科技（Shanghai

BirenTechnologyCo.）和沐曦集成电路（MetaXIntegrated

CircuitsShanghaiCo.）的评级定为“买⼊”。

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WallStreetanalystsarebuyingintotheexcitementover

Chinesestocksrelatedtoartificialintelligence,asshownby

thefirstratingsforthecompaniesinarecentwaveof

listings.

华尔街分析师正纷纷加⼊对中国⼈⼯智能相关股票的热潮，近

期⼀批新上市公司的⾸批评级便体现了这⼀点。

JPMorganChaseCo.recommendedthatinvestorsbuythe

stocksofAIintelligencemodeldevelopersMiniMaxGroup

Inc.andKnowledgeAtlasTechnologyJSCLtd.,alsoknown

asZhipu.GoldmanSachsGroupInc.ratedchipdesigners

ShanghaiBirenTechnologyCo.andMetaXIntegrated

CircuitsShanghaiCo.newbuysonthestrongAIgrowth

outlook.ThesharesofMiniMaxandZhipujumpedon

Tuesday.MetaXroseaswell,whileBirenparedMonday’s

gains.