交易不必急，不必赶，_老虎社区_美港股上老虎

交易不必急，不必赶，不必逼自己。慢慢来，等认知到位、心态沉淀、纪律生根，你会发现：交易，其实就这么一回事，简单，又通透。$光迅科技(002281)$ $太极实业(600667)$ $远东股份(600869)$

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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