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有分析指外圍對AI基建投資可持續性存疑 港股不排除再下試低位
即時財經
發佈： 2026-10-20 11:47
撰文： 無綫新聞
有分析相信，外圍對人工智能基建投資可持續性存疑，影響相關板塊表現，港股不排除再下試低位。
Blue Water Capital首席投資官李澤銘說：「市場對AI下游質疑聲音越來越強，也越來越看到，現時AI資本投資可持續性，遇到困難越來越高。融資成本高了，意味整個AI基建有機會拖慢，整體板塊也可能受這原因拖累。24,000點承接力不太高，看到近期也反覆跌穿24,000點，所以若真的要找較佳防位置，可能要低至23,500點。」
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