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交易現場｜彭偉新：AI熱潮降溫對港股影響有限
Economics
publish： 2026-07-30 12:30
By： 無綫新聞
美股道指隔晚下挫逾1,100點，股評人彭偉新認為，藍籌股當中，與人工智能(AI)相關的股份不多，相信外圍相關股份的調整，對港股影響非常有限。
獨立股評人彭偉新表示：「全世界的人工智能退潮，那些硬件股，但香港恒生指數內與人工智能相關的硬件股，來來去去只是中芯、聯想這些，影響對於指數非常有限。反而，資金跑回去金融類股份、跑回傳統科網股內，亦都是其中一個原因，外圍跌得厲害，但港股有升幅。」
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