港股异动 | AI概念股涨幅扩大!金山云涨超31%,中芯国际涨超7%

老虎资讯综合
03 Feb

2月3日,港股AI概念股盘中涨幅扩大,金山云涨超31%,第四范式涨超12%,中芯国际涨超7%。

华泰证券认为,DeepSeek或催化港股科技股价值重估,建议投资者沿盈利预期变化调仓,增配互联网与科技硬件。

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