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异动解读|安硕恒生科技盘中上涨5.11%,恒生科技指数多重利好共振暴涨近5%

行情直击07-08 13:54

7月8日,安硕恒生科技盘中上涨5.11%,报9.98港元,成交额3.58亿港元。该ETF跟踪恒生科技指数,今日恒生科技指数午后涨幅扩大至近5%,科网股全线爆发。

消息面上,多重利好共振驱动本轮上涨。一方面,OpenAI宣布GPT-5.6将于本周四发布,引爆全球AI产业链投资热情;另一方面,市场消息显示阿里云季度收入增速加速至约45%,超出市场预期,EBITA利润率提升至低双位数。港股互联网估值框架正从"消费互联网"向"AI+云"切换。成分股中,智谱涨超16%,阿里巴巴涨超12%,快手、联想涨超8%,板块赚钱效应显著。此外,估值底部、流动性改善与AI叙事切换三重因素共振,为科网板块提供阶段性修复窗口。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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