8月5日,恒生互联网ETF盘中震荡,涨近0.5%,成分股中,心动公司涨超24%,东方甄选涨超16%,网龙、地平线机器人、哔哩哔哩跟涨。7月30日,重磅会议顺利召开,明确提出“必须把因地制宜发展新质生产力摆在更加突出的战略位置”,同时对“反内卷”的表述温和。在“反内卷”政策导向与AI产业快速发展的双重提振下,互联网企业的发展势头愈发强势。聚焦互联网龙头企业与新消费的恒生互联网ETF有望进一步走出亮眼...
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