2025年以来港股市场先后经历经济预期下行、Deepseek驱动中国科技核心资产价值重估、中美贸易摩擦冲击过后的企稳回升,短期政策博弈型品种波动率仍在,中期可围绕AI相关CapEx可见性提升、国产化替代带动的投资机会,重点聚焦中国经济转型的主线方向,如AI-互联网、非美出口-汽车出口、国产替代-半导体、确定性升级-光学等。1、互联网:受益AI产业趋势步入扩张期,投资机会取决于多元战略业务的进展和...
Source Link2025年以来港股市场先后经历经济预期下行、Deepseek驱动中国科技核心资产价值重估、中美贸易摩擦冲击过后的企稳回升,短期政策博弈型品种波动率仍在,中期可围绕AI相关CapEx可见性提升、国产化替代带动的投资机会,重点聚焦中国经济转型的主线方向,如AI-互联网、非美出口-汽车出口、国产替代-半导体、确定性升级-光学等。1、互联网:受益AI产业趋势步入扩张期,投资机会取决于多元战略业务的进展和...
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