华夏基金（香港）《智见对谈》专栏第一期上线！

欢迎来到华夏基金（香港）《智见对谈》专栏第一期。

这一期我们想聊聊在2026年结构性行情凸显之下，该如何应对？

$纳斯达克(.IXIC)$ $标普500(.SPX)$ $特斯拉(TSLA)$ $英伟达(NVDA)$ $上证指数(000001.SH)$ $恒生指数(HSI)$

6月首个交易日，$恒生科技指数(800700.HK)$表现强势，$恒生指数(800000.HK)$、$国企指数(800100.HK)$同步走高。大型科技股集体活跃，其中$美团-W(03690.HK)$一季度业绩超预期，$腾讯控股(00700.HK)$加速推进AI产品布局，$阿里巴巴-W(09988.HK)$发布新一代Qwen模型，进一步强化AI生态竞争力。在AI应用落地、企业盈利改善及外资机构持续看多背景下，港股科技板块是否正迎来新一轮估值重塑？当前你更看好腾讯、阿里还是美团的配置机会？

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