天风海外团队摘要DeepSeek发布V3.1模型，看好港股AI方向机会本周恒生指数上涨0.27%，成交量1.4万亿元，恒生科技指数上涨1.89%，恒生港股通指数上涨0.63%，恒生中国企业指数上涨0.45%。本周港股通净买入165.1亿元，年初至今净买入8910.9亿元，相当于2024年全年净买入的119.8%。南向资金重点加仓腾讯、美团、阿里巴巴。分板块看，周涨幅前二的板块为耐用消费品和半导体，...
Source Link天风海外团队摘要DeepSeek发布V3.1模型，看好港股AI方向机会本周恒生指数上涨0.27%，成交量1.4万亿元，恒生科技指数上涨1.89%，恒生港股通指数上涨0.63%，恒生中国企业指数上涨0.45%。本周港股通净买入165.1亿元，年初至今净买入8910.9亿元，相当于2024年全年净买入的119.8%。南向资金重点加仓腾讯、美团、阿里巴巴。分板块看，周涨幅前二的板块为耐用消费品和半导体，...
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