【券商聚焦】国海证券：港股科技板块估值重塑聚焦AI及盈利兑现

金吾财讯02-06

（原标题：【券商聚焦】国海证券：港股科技板块估值重塑聚焦AI及盈利兑现）金吾财讯|国海证券发布研报指，2025年初以来恒生科技板块估值持续回升，截至2025年12月31日，恒生科技指数PE-TTM为20.05倍，处于历史均值以下0.77倍标准差。机构认为，以AI大模型为核心的新一轮竞争推动国产AI估值重塑，龙头互联网平台兼具算力、算法及应用优势，是本轮行情的中坚力量。报告指出，南向资金持续加速...

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【券商聚焦】国海证券：港股科技板块估值重塑 聚焦AI及盈利兑现

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【券商聚焦】国海证券：港股科技板块估值重塑聚焦AI及盈利兑现