腾讯、阿里一季度跻身基金热门股,谁在拥抱港股科技?

财经
24 Apr

DeepSeek催生的AI热潮,在一季度扭转了投资者情绪和宏观叙事,带动中国资产和科技板块的重估。科技是一季度最明确的交易主线,港股则成为资金涌入的前沿阵地。天相投顾数据显示,一季度末,腾讯控股取代宁德时代,成为公募主动权益基金的第一大重仓股。与此同时,阿里巴巴-W、中芯国际(港股)也新进主动权益基金前十大重仓股。另一组数据也反映了港股科技热:据天相投顾统计,主动权益基金一季度增持最多的5只个股中...

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