恒生科技ETF南方(520570)午前涨超3% 恒生科技估值优势显著中期修复逻辑依然存在_老虎社区_美港股上老虎

恒生科技ETF南方(520570)午前涨超3% 恒生科技估值优势显著中期修复逻辑依然存在

智通财经03-06

智通财经APP获悉，恒生科技ETF南方(520570)午前涨超3%，截至发稿，涨3.06%，报0.809元，成交额9130.83万港元。南方基金表示，2026年开年以来，全球风险溢价抬升，港股科技等高beta资产承压。市场担忧主要集中于：AI技术迭代引发估值逻辑重构、盈利与监管双周期仍未见底、韩国日本股市对港股资金形成虹吸效应。然而恒生科技中期修复逻辑依然存在：其AI对SaaS的冲击、外卖投入担忧...

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