publish： 2026-06-29 14:53
By： 無綫新聞
上半年美股記憶體及光通訊股跑贏大市，科技七雄則個別發展，基金經理蔡光華認為，這個情況會持續，AI基建周期只是剛開始，預料更多資金從七雄換馬至這些板塊。
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