中证报中证网讯（记者 张韵）4月3日晚间，中金公司策略分析师张巍瀚在中国证券报“中证点金汇”直播间表示，在AI赋能下，新消费行业的投资机会或主要集中在AI+消费互联网平台、智能硬件创新、AI+垂直场景应用等方向。

AI+消费互联网平台方向上，港股消费板块中，电商、社交、本地生活等互联网龙头凭借技术、数据和场景优势，加速AI应用落地，正推动个性化服务与商业模式重构。智能硬件创新方向上，AI与消费电子的结合将催生新需求，如AI眼镜、智能手表、AI穿戴设备等，产业链企业将受益于换机潮和技术升级。AI+垂直场景应用包括AI玩具、AI教育、自动驾驶等。

张巍瀚认为，在投资港股新消费企业时，建议聚焦AI应用落地与业绩兑现情况，优先选择已有AI产品贡献收入或显著降本增效的标的，同时关注垂类模型在教育、零售等领域的渗透。

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