摘要本周(2026年1月19日-1月23日,全文同)恒生指数跌0.36%,恒生科技指数跌0.42%,恒生中国企业指数跌0.65%。本周港股通净买入210亿元,南向资金重点加仓阿里巴巴-W、小米集团-W、泡泡玛特、中芯国际等。结合近期产业催化和后续进程,我们持续看好2026年全年维度中国AI机会,建议重点关注全球大模型的迭代进程和对于应用的率先可兑现方向。国内侧:DeepSeek有望在二月份春节期间...
Source Link摘要本周(2026年1月19日-1月23日,全文同)恒生指数跌0.36%,恒生科技指数跌0.42%,恒生中国企业指数跌0.65%。本周港股通净买入210亿元,南向资金重点加仓阿里巴巴-W、小米集团-W、泡泡玛特、中芯国际等。结合近期产业催化和后续进程,我们持续看好2026年全年维度中国AI机会,建议重点关注全球大模型的迭代进程和对于应用的率先可兑现方向。国内侧:DeepSeek有望在二月份春节期间...
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