【真灼机构观点】AI 颠覆风险升温美股急挫港股通净流入45.7亿港元

昨夜美股因“AI颠覆风险”情绪升温而急挫，标普500指数下跌1.6%至6,832点，指与纳指分别回落1.3%与2%，跌势集中于被视为AI潜在输家的产业。同时，金融服务货运物流与办公房地产亦被纳入AI颠覆叙事之中，估值贴现率与长期现金流假设正被市场重新检视，美债殖利率下行反映资金在CPI公布前转向避险资产。在此环境下，AI基础设施与受惠股与高估值、易被替代的商业模式之间的表现分化持续扩大。

港股通周五录得净流入45.7亿港元，其中腾讯控股(00700.HK) $腾讯控股(00700)$ 录得最大净流入，达14.3亿港元，其次是小米集团－Ｗ(01810.HK) $小米集团-W(01810)$ ；药明生物(02269.HK) $药明生物(02269)$ 则录得最大净流出，达3.9亿港元，其次是紫金矿业(02899.HK)

来源：凯基证券

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【真灼机构观点】AI 颠覆风险升温 美股急挫 港股通净流入45.7亿港元

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【真灼机构观点】AI 颠覆风险升温美股急挫港股通净流入45.7亿港元