基于较低的估值水平与较高的安全边际，港股正成为全球资本持续流入的价值洼地。今年以来，港股获得南下资金及外资踊跃加码，其中恒生科技指数表现尤为突出，阿里巴巴、腾讯、联想集团等科技巨头获得多家机构增持。进入10月，港股科技股资产继续受到机构看好。近日，国信证券发布10月投资策略报告，给予港股互联网科技板块“优于大势”评级。后续投资逻辑上，AI产业发展趋势受到机构普遍关注。国信证券认为，国内巨头正式进入...
Source Link基于较低的估值水平与较高的安全边际，港股正成为全球资本持续流入的价值洼地。今年以来，港股获得南下资金及外资踊跃加码，其中恒生科技指数表现尤为突出，阿里巴巴、腾讯、联想集团等科技巨头获得多家机构增持。进入10月，港股科技股资产继续受到机构看好。近日，国信证券发布10月投资策略报告，给予港股互联网科技板块“优于大势”评级。后续投资逻辑上，AI产业发展趋势受到机构普遍关注。国信证券认为，国内巨头正式进入...
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