香港科技ETF(159747.SZ)涨2.23%，美团-W涨4.96%

金融界2025-03-05

3月5日，沪深两市震荡，港股高开。港股整体表现亮眼。截至9点50分，香港科技ETF(159747.SZ)涨2.23%，美团-W涨4.96%。国信证券认为，香港科技ETF的核心投资逻辑在于三重周期共振下的估值扩张机遇。首先，全球AI创新加速，中国科技企业深度参与大模型开发与应用（如小米SU7智能驾驶、大模型商业化），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。其次，海外技术限制倒逼...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2517372049?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-03-05 10:09","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2517372049","market":"hk","top_or_hot":-1,"title":"香港科技ETF(159747.SZ)涨2.23%，美团-W涨4.96%","media":"金融界","content":"<div>\n<p>3月5日，沪深两市震荡，港股高开。港股整体表现亮眼。截至9点50分，香港科技ETF(159747.SZ)涨2.23%，美团-W涨4.96%。国信证券认为，香港科技ETF的核心投资逻辑在于三重周期共振下的估值扩张机遇。首先，全球AI创新加速，中国科技企业深度参与大模型开发与应用（如小米SU7智能驾驶、大模型商业化），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。其次，海外技术限制倒逼...</p>\n\n<a href=\"https://fund.jrj.com.cn/2025/03/05100948529505.shtml\">网页链接</a>\n\n</div>\n","source":"jinrongjie_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>香港科技ETF(159747.SZ)涨2.23%，美团-W涨4.96%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n香港科技ETF(159747.SZ)涨2.23%，美团-W涨4.96%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-05 10:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://fund.jrj.com.cn/2025/03/05100948529505.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月5日，沪深两市震荡，港股高开。港股整体表现亮眼。截至9点50分，香港科技ETF(159747.SZ)涨2.23%，美团-W涨4.96%。国信证券认为，香港科技ETF的核心投资逻辑在于三重周期共振下的估值扩张机遇。首先，全球AI创新加速，中国科技企业深度参与大模型开发与应用（如小米SU7智能驾驶、大模型商业化），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。其次，海外技术限制倒逼...</p>\n\n<a href=\"https://fund.jrj.com.cn/2025/03/05100948529505.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0048580855.USD","symbol_name":"富达大中华区A","start_time":0,"source_url":"https://fund.jrj.com.cn/2025/03/05100948529505.shtml","article_id":"2517372049","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2517372049","pubTimestamp":1741140590,"columns":[],"sourceInfo":{"source_id":"jinrongjie_stock","name":"金融界"},"weMediaInfo":null,"summary":"3月5日，沪深两市震荡，港股高开。港股整体表现亮眼。截至9点50分，香港科技ETF涨2.23%，美团-W涨4.96%。国信证券认为，香港科技ETF的核心投资逻辑在于三重周期共振下的估值扩张机遇。再者，宏观政策周期向好，国内经济回暖及海外流动性改善预期增强，叠加科技行业库存周期见底回升，三重动力共振下港股科技龙头盈利与估值弹性俱佳。建议关注香港科技ETF，把握AI创新+国产替代+流动性驱动的结构性行情。","collect":0,"end_time":0,"defaultTopTitle":"jrj.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159747":"香港科技","513560":"香港科技ETF兴银","LU0048580855.USD":"富达大中华区A","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","LU1102505762.USD":"富达新兴市场焦点 A","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","HMTD.SI":"Meituan HK SDR 5to1","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","BK1233":"餐馆","LU0173614495.USD":"富达中国焦点A","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","BK1610":"ETF&股票定投概念","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0828238088.HKD":"SCHRODER ISF GLBL EMGNG MKT OPPS \"A\" (HKD) ACC","LU0683595622.HKD":"AB SICAV I-EM.MKTS MUL.ASS.PTF(AD)","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","03690":"美团-W","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","MPNGY":"美团ADR","BK1142":"互联网与直销零售"},"translate_title":"Hong Kong Technology ETF (159747. SZ) rose 2.23%, Meituan-W rose 4.96%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159747":1,"513560":1,"MPNGY":1,"HMTD.SI":0.6,"03690":1},"content_text":"3月5日，沪深两市震荡，港股高开。港股整体表现亮眼。截至9点50分，香港科技ETF(159747.SZ)涨2.23%，美团-W涨4.96%。国信证券认为，香港科技ETF的核心投资逻辑在于三重周期共振下的估值扩张机遇。首先，全球AI创新加速，中国科技企业深度参与大模型开发与应用（如小米SU7智能驾驶、大模型商业化），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。其次，海外技术限制倒逼半导体国产替代提速，ASIC及存储产业链本土化机遇凸显，推动科技板块估值修复。再者，宏观政策周期向好，国内经济回暖及海外流动性改善预期增强，叠加科技行业库存周期见底回升，三重动力共振下港股科技龙头盈利与估值弹性俱佳。建议关注香港科技ETF，把握AI创新+国产替代+流动性驱动的结构性行情。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2517372049","isCrawlerRequest":true}