每经评论员 赵李南近期的恒生科技指数，正在经历一场认知出清与逻辑重构。近年来，人工智能（AI）无疑是全球资本市场最炙手可热的主题，从底层算力到应用模型，无不掀起一轮轮上涨潮。然而，被誉为“港股纳斯达克”的恒生科技指数却在上演一场“躲牛市”的尴尬戏码。Wind数据显示，自2025年10月创下6715.46点的阶段性高点后，该指数持续下挫，截至今年3月4日累计跌幅已约28%，进入技术性熊市。笔者认为，...
Source Link每经评论员 赵李南近期的恒生科技指数，正在经历一场认知出清与逻辑重构。近年来，人工智能（AI）无疑是全球资本市场最炙手可热的主题，从底层算力到应用模型，无不掀起一轮轮上涨潮。然而，被誉为“港股纳斯达克”的恒生科技指数却在上演一场“躲牛市”的尴尬戏码。Wind数据显示，自2025年10月创下6715.46点的阶段性高点后，该指数持续下挫，截至今年3月4日累计跌幅已约28%，进入技术性熊市。笔者认为，...
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