7月15日周二，南方两倍做多恒科（07226）盘中大涨5.04%，截至15:38收报24.12港元。该ETF跟踪恒生科技指数表现，其涨幅反映出投资者对科技板块的乐观情绪。
当日，恒生科技指数表现强劲，截至收盘上涨2.08%。科技股全线上涨，成为带动大盘的主要力量。其中，阿里巴巴（09988）涨超7%，哔哩哔哩（09626）涨近5%，美团（03690）涨超4%，带动整个科技板块走强。
具体来看，云计算和人工智能概念股表现尤为亮眼。金山云涨超16%，万国数据涨超11%，阿里巴巴云业务的强劲增长预期成为推动因素之一。此外，半导体、互联网服务等细分领域的龙头企业也普遍录得不同程度的上涨。
分析人士指出，近期多家券商纷纷看好科技板块的投资价值。中金公司在最新研报中强调，建议重点关注人工智能、机器人、半导体、工业软件等新质生产力相关的科技板块。随着政策支持力度加大和行业基本面改善，预计科技股有望延续强势表现。
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