AI应用,港股互联网先行

王杨策略研究
Sep 19

来源:2025年9月18日外发报告《AI应用,港股互联网先行——科创&海外市场策略深度报告》分析师:王杨S1230520080004陈昊 S1230520030001来源:浙商科创&海外策略团队摘要核心观点AI应用,港股互联网先行。一则,美联储降息落地;二则,港股互联网传统业务或触底;三则,AI业务正迎快速发展。加之,板块估值尚处历史低位。我们看好港股互联网的战略配置机会。最关键的是,针对AI...

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