港股5月开门红,小米系领衔科网股大涨

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5月2日和6日,港股科网板块强势拉升,恒指涨1.74%,恒科指涨超3%。小米集团、金山软件等涨超6%,阿里巴巴、腾讯控股亦表现强劲。受益于中美关税缓和及美联储降息预期升温,港股流动性改善。同时,大模型激战助力互联网龙头上涨,如阿里巴巴通义千问登顶开源榜,小米发布新推理模型。交银国际建议布局AI及科技相关标的,中金公司认为科技支持的互联网企业值得关注。港股互联网ETF年内表现亮眼,累计涨幅超28%。...

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