港股异动丨AI巨头减速共识引发资本大挪移,应用软件获资金加仓,亚信科技涨8%

中金财经
10 hours ago
  港股市场应用软件股集体走强,其中,云知声涨超9%,亚信科技涨8%,金蝶国际涨超4%,海清智元明略科技-W金山软件涨超3%,迈富时涨超2%。分析人士指出,全球人工智能巨头罕见达成“减速安全共识”。 这一转变导致资本市场出现剧烈的“大换仓”,资金从过度拥挤的AI硬件、半导体板块撤出,大幅流入网络安全和企业软件板块。          

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