Group 1 - The AI sector experienced a strong rally, with significant stocks like Yidao Information hitting the daily limit, and institutions seeing a net inflow of 1.77 billion yuan [1] - The current structural fundamental clue in the A-share market is the overseas expansion of Chinese companies, influenced by the ongoing US-China tensions [1] - The market is in a bull market consolidation phase, characterized by high cutting low of funds, index stagnation, and reduced trading volume, due to uncertainties in US-China relations and upcoming key meetings [1] Group 2 - The Hong Kong stock market is gathering core domestic AI assets, covering the entire industry chain including computing power, models, software applications, and hardware terminals, becoming a pioneer in the revaluation of Chinese assets [2]
AI盘中强势拉升，港股汇聚国产AI核心资产
Mei Ri Jing Ji Xin Wen·2025-10-20 02:45