网络效应之殇:恒生科技为何跌跌不休?

香帅的金融江湖
Feb 27

01流量可能不是资产,是负债“字节跳动没有上市,但你想买入股份,怎么办?”“可以通过买入“南方两倍看空恒科”间接持有”——这是2026年中国资本市场最冷的冷笑话。从25年10月开始,恒生科技指数就一直处于下行过程中,马年开年劈头就是4.7%的跌幅,3个多月已经跌去了21%的估值。(上下滑动)很多人不理解,恒科应该汇集了中国最顶尖的科技公司,很多都应该可以蹭上AI概念,为什么市场会弃如敝履呢?原因并...

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