掘金港股科技:AI爆发+降息周期下的投资攻略

华夏基金
Sep 03, 2025

在政策红利释放、技术创新突破、流动性持续改善的 “三重共振”下,港股科技板块正展现出日益显著的投资价值。作为汇聚中国顶尖科技企业的核心阵地,港股市场汇聚了一批在人工智能、生物医药、芯片半导体、造车新势力等前沿领域具备核心竞争力的优质企业。伴随美联储降息周期开启与南向资金持续流入,港股科技板块或迎来业绩提升与价值重估的双重机遇。一、政策技术双赋能,“AI+”打开万亿空间政策与技术的深度融合,为...

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