【对负面信息“脱敏” 中国科技股迎来价值重估】金十数据2月19日讯,年初,腾讯控股和宁德时代被美国国防部列入涉军名单,股价遭遇重挫。近期,两家公司股价迅速走出阴霾,腾讯更是创下3年多来新高。而受实体清单等影响、频繁被负面舆情“空袭”的科技板块正走出独立行情。华南某公募基金投研总监认为,科技股“脱敏”根本上受益于国内的政策支持、企业韧性和市场空间等,体现的是自信、自立和自强。在科技股正经历价值重估的当下,随着DeepSeek等公司的崛起,我们的发展底气和信心会更加充足。
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