又至年初,港股AI是否还有期待?

华尔街见闻
Jan 19

国联民生证券指出,当前港股市场正重演去年初“流动性偏弱但AI催化强劲”的镜像行情,2026年的超额收益将主要源于对“中国AI价值重估”的把握。报告认为,全球大模型迭代与应用落地速度是关键,建议关注AI硬件基础设施、平台型互联网公司及智能驾驶等规模化应用方向。国联民生证券在其最新的策略报告中发出了一声发人深省的设问:历史是否正在港股市场重演?回望 2025 年初,港股在“春季躁动”与“...

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