大可不必对恒生科技过分悲观

研客
Feb 24

2026年2月24日,港股收盘后,恒生科技指数(简称“恒科”)报5270.70点,全天下跌114.65点,跌幅2.13%。从春节后高点算起,指数已累计回落超20%,技术上进入熊市区间。市场情绪低迷,有人直呼“科技股又要凉了”,群里哀鸿一片,甚至有人感慨“恒科就是港股的提款机”。但冷静下来看,这波调整真的值得过度悲观吗?答案或许是大可不必。今天就从估值、安全边际、基本面韧性、资金面和历史经验五个维度...

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