【中信建投:港股本轮回升已至中段,资金关注重点或从科技股转价值股】中信建投陈果团队发文表示,近期港股行情主要由产业推动,DeepSeek横空出世促使中国AI产业迈向新台阶。与去年5月、9月的两次行情不同,本轮行情主要受产业催化。去年5月由外资在亚太地区再配置驱动,资金逻辑主导;去年9月受中国改革超预期影响,宏观政策驱动。资金结构上,外资短期冲击强,南向资金延续稳定持续流入态势,将成港股市场长期增量...
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