金吾财讯 | 交银国际表示，港股近一轮上涨多由南向资金及短线被动资金所推动，长线主动资金流入尚不明显。长线资金持续流入还需要看到更为明朗的盈利前景，包括：1）技术持续进步；2）内地AI生态长期增长趋势初步验证和更清晰化的商业逻辑；3）宏观叙事节奏相配合。该行指，两会临近，增量政策有望成为港股新催化剂。市场对增量财政政策的关注度将逐步提升，预计对盘面有一定的支撑。与此同时，AI交易热情短期内盖过对海外风险计价，需注意后续的调整压力。投资者在把握科技成长主线行情的基础上，可适度均衡配置红利资产。
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