---
title: "最不受歡迎的科技交易正在復甦"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/285411999.md"
description: "中國的凸性中國科技股開始再次復甦。高貝塔的投機性指數突破了主要阻力位，國內的人工智能公司股價大幅上漲，一些最被看衰的中國科技交易終於開始顯現出復甦的跡象。與此同時，與美國科技股的差距變得巨大，如果動能持續增強，仍有很大的空間進行潛在的追趕反彈"
datetime: "2026-05-06T16:37:22.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/285411999.md)
  - [en](https://longbridge.com/en/news/285411999.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/285411999.md)
---

# 最不受歡迎的科技交易正在復甦

## **China Convexity**

China tech is starting to wake up again. High-beta speculative indices are breaking above major resistance levels, domestic AI names are exploding higher, and some of the most hated China tech trades are finally starting to show signs of life.

At the same time, the gap versus US tech has become enormous, leaving plenty of room for a potential catch-up squeeze should momentum continue building.

### 相關股票

- [.HXC.US](https://longbridge.com/zh-HK/quote/.HXC.US.md)
- [KWEB.US](https://longbridge.com/zh-HK/quote/KWEB.US.md)
- [TCHI.US](https://longbridge.com/zh-HK/quote/TCHI.US.md)
- [PGJ.US](https://longbridge.com/zh-HK/quote/PGJ.US.md)
- [MCHI.US](https://longbridge.com/zh-HK/quote/MCHI.US.md)
- [CQQQ.US](https://longbridge.com/zh-HK/quote/CQQQ.US.md)
- [DRAG.US](https://longbridge.com/zh-HK/quote/DRAG.US.md)

## 相關資訊與研究

- [《中國要聞》民營經濟促進法施行一週年，發改委召開民企座談會聽取意見](https://longbridge.com/zh-HK/news/287027838.md)
- [內地經濟丨「三頭馬車」全遜預期 零售額增 0.2% 固投轉跌](https://longbridge.com/zh-HK/news/286703805.md)
- [華爾街期貨在科技股拋售後趨穩，市場靜待英偉達業績](https://longbridge.com/zh-HK/news/286844978.md)
- [證交所推璞玉指數 謝金河：有助解決交易擁擠問題](https://longbridge.com/zh-HK/news/286732310.md)
- [全球半導體市場蓬勃發展 但科技股面臨重重挑戰，投資者需謹慎調整資產配置](https://longbridge.com/zh-HK/news/287186270.md)