近日,恒生科技指数重回20日线上方,短线趋于强势。其成分股互联网龙头百度集团、阿里巴巴;传媒公司哔哩哔哩、快手;半导体芯片公司中芯国际、华虹半导体;以及智能驾驶理想汽车等,股价频频异动。 自去年10月以来,港股科技资产表现备受压制,原因为行业结构差异(偏软件应用)、外卖补贴利空、年底流动性承压等等。进入2026年,上述因素得到改善,在AI产业驱动、海外降息周期、外资流入、南下资金回流等因素共振下...
Source Link近日,恒生科技指数重回20日线上方,短线趋于强势。其成分股互联网龙头百度集团、阿里巴巴;传媒公司哔哩哔哩、快手;半导体芯片公司中芯国际、华虹半导体;以及智能驾驶理想汽车等,股价频频异动。 自去年10月以来,港股科技资产表现备受压制,原因为行业结构差异(偏软件应用)、外卖补贴利空、年底流动性承压等等。进入2026年,上述因素得到改善,在AI产业驱动、海外降息周期、外资流入、南下资金回流等因素共振下...
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