AI硬件设备龙头“易中天”全天成交额居前!港股AI应用为何迟迟不动?

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Dec 22

12月22日,市场情绪回暖,A股硬件设备方向再度爆发,中际旭创、新易盛、天孚通信、工业富联、胜宏科技等AI硬件巨头全天成交额占据全市场TOP5。年初至今,中际旭创、新易盛股价累计涨幅超400%,胜宏科技累计涨幅超600%。相比之下,AI软件应用侧阿里巴巴-W、腾讯控股、百度集团-SW等港股互联网平台企业涨幅相对落后,近期流动性忧虑缓解后,股价为何仍然迟迟不动?对此,中金公司分析称:A股硬件更多,在...

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