3月12日，恒生指数低开0.69%，恒生科技指数跌0.6%。盘面上，油气板块强势，山东墨龙涨超14%、中港石油涨超8%;科网股集体走弱，阿里巴巴跌近2%。
关于港股后市
国信证券认为，当前经济周期处于复苏窗口与地缘扰动的交织期，港股关注流动性与业绩底。目前恒生指数盈利持续上修，恒生科技的估值已至冰点，随着年报后回购重启及大厂AI追赶效应，流动性与业绩底的共振反弹值得期待。
兴业证券表示，AI领域掀起“养龙虾”热潮，多家科技大厂纷纷上线一键部署能力并发布类似产品，现象级产品的出现正有效拉动AI产业景气度提升，国产大模型凭借更高性价比持续出圈，后续有望实现需求拉动算力(核心股)、并进一步推动AI普惠的正循环，建议继续加大板块投资比例。
爱建证券表示，折叠屏(核心股)手机是智能手机领域核心创新品类，以铰链、柔性显示模组为核心组件，有效平衡了大屏体验与设备便携性的核心矛盾，乐观预测下2026年苹果折叠屏手机销量有望达1400万台，iPhone本身的高端定位和巨大销售体量将有望带动整个产业链迎来高速发展拐点。
本文转载自腾讯自选股，智通财经编辑：陈雯芳。
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