金吾财讯 | 受阿里业绩提振,中国科技股走势强劲,热门中概股盘前普遍拉升,哔哩哔哩(BILI)涨6.6%,理想汽车(LI)涨5.84%,阿里巴巴(BABA)涨4.31%,小鹏汽车(XPEV)涨4.01%,网易(NTES)涨1.39%,港股方面,恒科指收涨6.53%,创下 2022 年初以来的最高水平。中兴通讯涨超17%,哔哩哔哩涨超16%,中国联通、联想集团涨超15%,阿里巴巴涨超14%,中国电信涨超12%,中芯国际涨超7%,腾讯控股涨超6%。近几周,中国科技股一路飙升,因为本土人工智能初创公司 DeepSeek 的突破促使投资者重新评估国内领先的互联网公司。恒生科技指数本月初进入牛市,原因是投资者对 DeepSeek 的人工智能模型充满热情。花旗指,人工智能发展激发投资者对科技股的热情,推动香港股市成交额激增,年初至今港股日均成交金额达1,940亿港元,远高于市场普遍预期的2025年日均成交金额1,450亿港元及去年的1,320亿港元。
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