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交易現場｜李澤銘：資金回流AI概念 不利大市
Economics
publish： 2026-08-04 12:10
By： 無綫新聞
股評人李澤銘指出，傳統互聯網及消費股已反彈到相當高的水平，而資金似乎回到人工智能(AI)概念股，指數成分股因而有調整風險。
Blue Water Capital首席投資官李澤銘表示：「港股方面，本身受惠人工智能上游的下跌，現在資金開始再炒人工智能股，港股，尤其指數成分股，是逐漸見到壓力。這一輪是在行估值修復，傳統互聯網、傳統消費其實都反彈到一個相當高的水平，但同時實體經濟是在轉差，我想基本因素不配合，股價是較難行一個完全相反方向，短期都是留意一些指數成分股調整的風險。」
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