FT商學院

The Chinese market’s second wind
中國市場的第二春

A tech rebound from DeepSeek and the reappearance of Jack Ma
深度求索帶來的科技反彈與馬雲的迴歸。

Good morning. Microsoft announced yesterday that it created a new state of matter (something that is neither solid, liquid nor gas) in its quest to create a quantum computer. It’s a big step for science, but one that the market did not seem to care about: Microsoft was up on the news, but only by 1 per cent. Investors are zeroed in on the AI race; quantum computing might be the next frontier, but it’s not where the market is focused. Email me if you think the market should be: [email protected].

早上好。微軟(Microsoft)本週宣佈,它在研發量子電腦的過程中創造了一種新的物質狀態(既不是固體、液體,也不是氣體)。這對科學來說是一個重大進展,但市場似乎並不在意:微軟的股價因這一訊息上漲,但僅上漲了1%。投資者目前專注於人工智慧競賽;量子計算可能是下一個前沿,但這不是市場的焦點。如果你認爲市場應該關注,請給我發郵件:[email protected]

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