港股AI算力波动下，威华达的节奏_老虎社区_美港股上老虎

港股AI算力波动下，威华达的节奏

港股AI算力最近跟恒科指绑得挺紧，情绪一好，资金就愿意往算力方向看；情绪一转弱，波动也跟着放大。

威华达在这板块里辨识度不低，靠的是跟特斯联的合作，还有光智特科这个合资平台，不是单纯贴概念。南向资金一直愿意往AI硬件和算力方向配，但板块内部轮动快，资金会挑有产业逻辑、有资本运作预期的票。威华达原来的证券经纪业务，赶上香港市场交易活跃度回升，也有基本盘撑着，大盘震荡时也算有个托底。

如果后面恒科情绪回暖，加上光智特科有新业务进展，威华达的关注度有机会往上走。短期还是看大盘和板块脸色，中期看产业落地。对威华达来说，大多数时候跟大盘走，想要独立行情，得自己给催化。

$威华达控股(00622)$

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免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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摩尔視野
·10-14 13:29
$威华达控股(00622)$ 多元金融加股权投资双逻辑，先放进观察池慢慢养着
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港股AI算力波动下，威华达的节奏

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