智通财经APP获悉，南方两倍做多恒科(07226)涨超6%，截至发稿，涨6.21%，报4.144港元，成交额15.75亿港元。
消息面上，6月2日，恒生科技指数涨超3%至5100点上方，成份股中，美团、腾讯涨超7%，阿里巴巴涨超5%。据报道，腾讯即将推出面向14亿中国用户的微信AI Agent，可以帮助用户在应用程序内完成各种任务。此外，王兴日前官宣了一项美团在AI方面的最新进展，美团AI助手“小美”与腾讯“元宝”的合作，将于近期上线。银河证券表示，随着热钱聚焦AI硬件，市场正在重新定义港股的核心资产。AI不是短期主题，而是正在重塑港股估值体系的长期产业趋势。
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