截至午间收盘，恒生科技指数上涨4.4%，华虹半导体领涨成份股，美团-W、商汤-W涨超9%。消息面上，美伊停火协议于4月8日凌晨正式生效，地缘风险阶段性缓和，国际市场风险偏好抬升。前期受外部扰动压制的港股科技板块情绪有望修复，自2月底美伊冲突以来，恒生科技指数跌幅约9%，远超纳斯达克100(约3%)等主要科技指数，调整充分，反弹蓄势动能更强。从基本面看，国内AI产业景气持续上行，2026年3月我国日均Token调用量已超140万亿，较2024年初增长1000多倍，持续带动云资源消耗与推理需求。估值层面，恒生科技指数滚动市盈率为21.6倍，处于指数发布以来22%分位，配置价值现显现。恒生科技指数覆盖腾讯、阿里、京东、小米、中芯国际等港股科技龙头，一键布局AI产业链上中下游芯片、算力、模型及应用等核心环节。根据Wind数据，恒生科技ETF易方达(513010，联接基金A/C:013308/013309)3月以来合计资金净流入达26亿元，产品最新规模近300亿元，流动性充裕，助力投资者把握港股科技龙头反弹机遇。
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