2月3日消息，港股AI概念股集体走强，金山云涨超25%，第四范式涨近7%，万国数据、创新奇智、商汤跟涨。

　　华泰证券策略研究发布研报指，中美科技股估值在过去两年分化显著，AI发展水平或是关键。DeepSeek具有低成本、高性能优势，引发行业对资本开支、应用场景等讨论，或推动投资者重新评估中国科技企业的技术潜力，进而催化中美科技股价值重估。2025年春节期间，出行、消费和跨境游数据回暖，消费市场活力显著提升。

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