招商证券国际认为,中国内地龙头互联网企业AI主线投资逻辑显著强化,助力港股科技板块估值修复。待上线的重磅模型包括DeepSeek-V4,阿里Qwen 3.5、豆包2.0、Mini Max M2.2等,或将成为下一阶段催化剂。
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