港股科技50ETF(513980)涨超2%,金蝶国际涨超10%!DeepSeek引领科网板块估值重塑

金融界
12 Feb

金融界2月12日消息,周三港股集体高开,盘面上,科网股多数走高,截至10:50,港股科技50ETF(513980)涨2.35%。

热门个股中,金蝶国际涨超10%,比亚迪电子涨超8%,阿里巴巴-W涨超7%,小米集团-W比亚迪股份腾讯控股等跟涨。

消息面上,近期,中国本土科技创新加速,各个领域AI创新成果频传:从国产AI大模型“黑马”DeepSeek在全球科技界刷屏,到人形机器人概念火爆,再到造车新势力如小米、小鹏汽车交付量持续提升…

交银国际表示,港股后续可能面临关税带来波动,但与2018年不同的是,现时市场对关税已有预期,情绪冲击较为有限,且港股目前整体估值水平较低,具有一定的抗压能力。该行指出,港股仍有望受到两大利好因素的持续提振:DeepSeek引领下科网板块经历估值重塑;两会定于3月5日召开,预期更加积极的财政政策或将为股市提供支撑。

港股科技50ETF(513980)紧密跟踪中证港股通科技指数,成分股涵盖小米集团-W等一众港股电子行业龙头,前十大权重股权重合计均接近70%。看好港股科技股,不妨关注港股科技50ETF(513980)及其联接基金(A类:016495;C类:016496),助力布局港股优质资产赛道。

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