在AI的高景气预期,以及阿里等科技风向标发布财报的多重利好刺激下,近日中国科技资产持续爆发,海外投资机构也集体转向看多。这波行情是否有望点燃一轮科技的“结构性牛市”,市场又是否已经出现了局部过热迹象?作者 |豆蔻编辑 |李不清图片来源|视觉中国忽如一夜春风来。被压抑许久的中概股,突然涨得让人不敢相认了。截至2月21日收盘,阿里巴巴、小米、腾讯、京东、快手、哔哩哔哩在港股市场,年初至今已分别上涨了...
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