近期港股科技板块走势震荡。多家机构指出,随着美联储降息预期升温、中报季催化临近以及市场风险偏好整体回暖,港股科技正处于估值逻辑重构的关键窗口期。尤其是在AI赛道中,具备业绩兑现潜力且处在盈利拐点的公司,正成为资金重新布局的重点。迈富时(02556.HK)作为港股市场中为数不多聚焦AI智能体中台建设的SaaS企业,近年来在技术体系、场景拓展与交付能力方面表现出较强的系统化能力,正逐步构筑其在企业级...
Source Link近期港股科技板块走势震荡。多家机构指出,随着美联储降息预期升温、中报季催化临近以及市场风险偏好整体回暖,港股科技正处于估值逻辑重构的关键窗口期。尤其是在AI赛道中,具备业绩兑现潜力且处在盈利拐点的公司,正成为资金重新布局的重点。迈富时(02556.HK)作为港股市场中为数不多聚焦AI智能体中台建设的SaaS企业,近年来在技术体系、场景拓展与交付能力方面表现出较强的系统化能力,正逐步构筑其在企业级...
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