AI浪潮下港股分化加剧:“老登股”逆势崛起,投资者如何平衡风险与机遇?

ITBEAR科技资讯
Mar 03

AI技术的迅猛发展正重塑全球资本市场格局,港股市场率先呈现剧烈的结构性分化。传统行业与新兴科技板块的估值逻辑发生根本性逆转,资金流向出现显著转向,防御性配置成为当前市场的主旋律。2月24日的港股交易中,顺周期板块与稳健消费领域集体走强。航运巨头中集集团、白酒企业珍酒李渡分别录得3.86%和3.94%的涨幅,而长期被边缘化的小市值品种更显弹性。教育股嘉宏教育单日暴涨近10%,2月累计涨幅突破75%;...

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