恒生科技的AI拔估值叙事回归

Ofweek光电信息网09-09

自从阿里披露二季报后，业绩大超市场预期，今天阿里的股价已涨至142港元，距离创下年内新高仅差一步之遥。从指数上看，恒指今天再创年内新高，突破26000点，而恒生科技指数才回到今年3月份的水平，距离创下年内新高还有约7%的距离。而恒生科技指数接下来创下新高也是大概率事件，因为阿里财报验证到AI对互联网股的帮助，这可能代表着市场风格的转变。在过去几个月里，因为市场担心买不到H20算力卡，也担心算力需求...

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