伊朗伊拉克民众上街庆祝

恒生科技指数深度调整逆向配置价值凸显_蜘蛛资讯网

桦加沙致台湾6人受伤

一季度DeepSeek相关概念带动中国资产重估，恒生科技领涨；二季度美股凭AI龙头业绩与资本开支超预期上涨；三季度国内资金入市叠加科创行情，A股后来居上；四季度港股因宽松预期与互联网AI叙事一度领先，但随后再度落后。　　配置层面，光大证券研究团队认为，优先布局恒生科技ETF，其覆盖互联网龙头、ai应用及算力产业链等全赛道，可有效分散个股风险，精准把握板块整体修复行情；个股端聚焦AI与平台经济两条主

.2个、2.9个及3.9个百分点，至11.5%、13%及12.6%，相比起2024年为11%，因近年新增项目的平均售价表现好过预期。责任编辑：史丽君

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