港股四季度有望创年内新高,重点关注科技互联网板块

每日经济新闻
Oct 09, 2025

8月底以来,港股已重拾升势,目前港股估值并不高,科技板块性价比尤为明显。往四季度看,港股科技更加受益当下产业趋势,美联储降息背景下外资回流或超预期,叠加南向资金持续增持,港股四季度有望续创新高,其中科技互联网板块空间最大。  港股互联网巨头受益AI叙事发酵,港股资产结构优势有望凸显。产业+政策催化下AI产业趋势加速,港股科技龙头更加受益于AI产业变革红利。产业方面,9月24日阿里巴巴在2025...

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