港股科技两大核心资产——互联网、创新药低位反弹，港股通科技ETF基金涨1.5%，成分股药明生物涨超6%，药明合联涨超4%，腾讯、美团、阿里巴巴小幅上涨。10月以来，调整三个月后，港股两大核心板块拥挤度重回低位，近期均有景气催化：①腾讯发布混元世界模型1.5；百度旗下昆仑芯加速冲刺上市，2025年营收远超20亿元；百度、蚂蚁在AI医疗领域也拿下亿元级大订单；②12月18日，美国2026财年国防授权...
Source Link港股科技两大核心资产——互联网、创新药低位反弹，港股通科技ETF基金涨1.5%，成分股药明生物涨超6%，药明合联涨超4%，腾讯、美团、阿里巴巴小幅上涨。10月以来，调整三个月后，港股两大核心板块拥挤度重回低位，近期均有景气催化：①腾讯发布混元世界模型1.5；百度旗下昆仑芯加速冲刺上市，2025年营收远超20亿元；百度、蚂蚁在AI医疗领域也拿下亿元级大订单；②12月18日，美国2026财年国防授权...
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