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理算力、上云需求，工具、社交、娱乐等领域垂直AI应用产品受益于模型能力持续提升。　　港股科技板块整体处于 AI 生态的关键位置，恒生科技ETF（513130）紧密跟踪的恒生科技指数汇聚了中国互联网平台、云计算服务商以及 AI 技术公司等核心科技企业，产业链覆盖算力基础设施、AI 模型能力、应用场景以及商业变现等关键环节，有望深度受益于本轮AI Agent发展的红利。　　另外叠加地缘冲突的边际缓和、

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