港股科技ETF飘红，市场关注流动性改善与AI主线

每日经济新闻2025-12-26

第一上海证券指出，2026年港股科技行业将呈现“先升后回、区间震荡”格局，AI科技互联网硬件仍是贯穿全年的核心成长主线。科技创新正重塑港股增长结构，AI资本开支持续加速，基础设施进入密集建设期，互联网龙头的AI战略日趋明晰。阿里在云栖大会追加“三年3800亿元”AI基建投入，IDC能耗目标对应云业务约26%的年复合增速，加速向“全栈AI服务商”演进。随着大厂加码、英伟达H200供给改善，下游应用...

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