3月13日，华泰证券、西南证券、华西证券均选在这一天召开春季策略会。 正如华泰证券机构业务委员会主席梁红在致辞中提到的，当前国际变局和科技进步正以前所未有的速度冲击传统秩序，中国 资产正在开启价值重估的大幕。 在此背景下，科技成为各家研究所的核心议题，不管是主会场还是分论坛，均以大篇幅多角度对科技产业逻辑进行剖析和解 读。值得一提的是，三家券商还不约而同在策略会现场安排了机器人、机器狗的表演及互动环节，生动演示了何为"科技+投 资"的深度融合。 券商策略会开卷机器人 券商扎堆召开春季策略会，宇树科技或许成为最大赢家。券商中国记者发现，3月13日在深圳、杭州、重庆三城，同步召开的 三家券商春季策略会，竟都安排了宇树科技的机器人及机器狗作为"特邀嘉宾"，在现场与参会者零距离亲密互动。 华泰证券策略会会场外，参会者与机器人握手 华西证券策略会会场外，参会者观看机器狗表演 与此同时，各家券商策略会主题也基本聚焦以AI为代表的科技产业。例如，华西证券在3月13日上午的主论坛中，邀请了人工 智能相关行业的创始人，讲述AICG技术的商业应用以及AI眼镜的未来图景。 而华泰证券两天共6场分论坛中，仅科技主题论坛就有三场，分别 ...

Market Performance - The Hong Kong stock market has shown strong upward momentum, with the Hang Seng Index increasing nearly 30% and the Hang Seng Tech Index rising over 40% since January 14 this year [3] - Notable stock performances include Alibaba Health up over 70%, SMIC, Alibaba, and Kuaishou up over 60%, and Xiaomi up over 50% year-to-date [3] Investment Trends - There is a divergence in investor sentiment, as some ETFs focused on Hong Kong stocks have seen a decrease in circulating shares, while others have experienced an increase [5] - The China AI model breakthroughs have improved market expectations, making Hong Kong stocks more attractive to investors [3] Fund Flow Analysis - Southbound capital inflow has been significant, with net inflows reaching HKD 339.51 billion this year and a cumulative net inflow of approximately HKD 4.04 trillion since the launch of the Stock Connect [4] - The performance of ETFs varies, with the Huaxia Hang Seng Internet Technology ETF seeing a decrease of 207.56 million shares since the beginning of the year, while the Fortune CSI Hong Kong Internet ETF increased by 115.58 million shares [6][8] Structural Characteristics - The current market rebound is characterized by a focus on technology stocks, which have outperformed other sectors in terms of both price increase and trading volume [4] - The optimism surrounding technology trends and AI developments is seen as a key driver for future market performance, although caution is advised regarding short-term catalysts and external risks [9][10]