Tiger Brokers

科网股普涨 阿里巴巴-W(09988)涨4.26% 迈克尔·伯里表态看好港股 低位标的具备上行空间

金吾财讯
Jul 20

金吾财讯 | 科网股普涨，阿里巴巴-W(09988)涨4.26%，哔哩哔哩-W(09626)涨4.09%，快手-W(01024)涨3.60%，BOSS直聘-W(02076)涨3.51%，美团-W(03690)涨3.23%，腾讯控股(00700)涨3.42%，网易(09999)涨3.06%，京东集团-SW(09618)涨2.49%，百度集团-SW(09888)涨2.25%。消息面上，知名投资人迈克尔·伯里近期其公开表态看好港股配置价值，认为在日韩、瑞士股市热度回落之后，港股低位标的具备上行空间。Burry旗下Scion Asset Management于本月初披露增持京东，并在社交平台X发文给出上述市场判断，叠加摩根士丹利同步上调港股配置评级，市场对恒生指数的乐观情绪有所升温。2026年全球资本市场行情分化显著，AI算力板块带动海外主要股指大幅走高，韩国基准股指年内涨幅58%，核心受益于三星电子、SK海力士存储芯片业务景气；日经225指数上涨约24%，美股半导体ETF SOXX涨幅76%。与之形成反差，恒生指数年内累计下跌4.9%，受国内消费疲软、电商行业增速放缓、外资持续流出等因素压制。今年以来，港股头部科技企业年内普遍跑输海外AI同行，阿里巴巴港股跌幅25%，腾讯下跌26%，百度、网易、联想同步收跌。市场分歧主要来自企业盈利修复节奏与AI业务兑现进度，机构持续跟踪消费复苏、资金回流两大核心变量，伯里看多观点进一步提升市场对港股估值修复的博弈预期。

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