【3 月 5 日,港股高开,表现出色】截至 9 点 50 分,香港科技 ETF涨 2.23%,美团-W 涨 4.96%。国信证券指出,香港科技 ETF 核心投资逻辑在于三重周期共振带来的估值扩张机遇。全球 AI 创新加速,中国科技企业参与大模型开发与应用,恒生科技指数中互联网巨头聚集,受益于 AI 赋能与全球需求增长。海外技术限制促使半导体国产替代提速,ASIC 及存储产业链本土化机遇凸显,推动...
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