金吾财讯 | 法国巴黎银行分析指出，当前中国科技股的估值处于对投资者极具吸引力的低位，预计恒生指数在后续市场表现中，有冲击 23000 点关口的可能性。法国巴黎银行财富管理香港首席投资策略师谭慧敏明确表示，对中资科技股持特别看好的态度。她指出，DeepSeek 的问世彰显了中国的创新实力，与此同时，市场对于人工智能（AI）的关注重点已从 AI 技术推动者（AI Enabler）转移至 AI 技术应用者（AI Adopter）。鉴于中国拥有数量众多的 AI 应用类科技企业，所以能够从中受益。
谭慧敏认为，中国科技股的盈利增长预期正持续上调，而其估值依旧处于极具吸引力的低位。在众多中资科技股里，她观察到客户对电商平台类股票展现出了较高的兴趣。另外，法国巴黎银行依旧持续看好中资高息股，例如银行股和电讯股。
展望未来市场走向，谭慧敏预测恒生指数有机会冲击约 23000 点的前期高位，这意味着相较于当前水平，还有近 7% 的上涨空间。她还认为，尽管港股在今年全年可能会出现一定波动，但总体有望收获正回报。
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