科技硬件仍是后市重要投资主线

智通财经
Sep 23
【科技硬件仍是后市重要投资主线】日前,企业级AI基础设施领域服务商星环科技登陆港股市场,又一家A股上市公司以“A+H”模式完成赴港上市。Wind数据显示,截至9月22日,今年以来已有35家A股上市公司成功赴港上市,募资超2400亿港元,贡献了新股数量的三成以上、募资总额的六成以上,成为今年以来港股IPO市场的“主力军”。从二级市场表现看,今年以来港股整体呈现震荡调整态势,近几个交易日市场主要股指出现反弹。在业内人士看来,短期港股或维持区间震荡态势,结构性机会仍集中在科技硬件和高股息资产,其中AI基础设施、半导体和硬件设备的产业景气度仍然较高,但后续市场可能进一步由“资本开支扩张的受益方”转向“资本开支回报能够实际兑现的方向”。

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