外媒：全球AI股杀跌，中国科技股或迎“独立行情”

凤凰网港股07-08 12:21

彭博社指出，近期美韩等本轮人工智能领跑的市场波动加剧，但陆港科技股走出独立行情的概率有望增加。

当前韩国KOSPI指数和A股科创50指数的20天相关系数已从月初靠近0.8的水平回落，这一趋势可能在未来一段时间内继续。相较于韩国市场交易集中于三星电子和SK海力士两大巨头，中国股市本轮的AI行情涉及产业链的方方面面，为科技内部轮动提供更多机会，也能为科技和大盘指数的相对稳定提供支撑。此外，目前A股披露业绩预告的科技公司无明显不及预期的情况，料也能在短期稳定科技股投资情绪。

港股方面，芯片等硬科技股波动最近也在加大，不过腾讯、阿里巴巴等估值相对偏低的平台股正在吸引投资者的注意，并助力港股在7月伊始领跑亚太。大型科网股公司的业绩多在下个月披露，这意味着在业绩落地给予投资者更多指引之前，此类公司仍有望在资金轮动中获益。（国际财闻汇）

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。

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