恒生科技的AI拔估值叙事回归

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自从阿里披露二季报后,业绩大超市场预期,今天阿里的股价已涨至142港元,距离创下年内新高仅差一步之遥。从指数上看,恒指今天再创年内新高,突破26000点,而恒生科技指数才回到今年3月份的水平,距离创下年内新高还有约7%的距离。而恒生科技指数接下来创下新高也是大概率事件,因为阿里财报验证到AI对互联网股的帮助,这可能代表着市场风格的转变。在过去几个月里,因为市场担心买不到H20算力卡,也担心算力需求...

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