这轮港股的龙头就是商汤，老龙头腾讯阿里美团京东只是配角，因为移动互联网时代过去了，这些公司都摸到了增长的天花板，从成长股变价值股了。而商汤做为港股人工智能的龙头，目前的一块多的价格还是很便宜，当年发行价 3.85。如果你把这个价格当成是 PE 的 B 轮或 C 轮，就不会太在意目前短期的涨跌了，只要拿上两年回报至少 20 倍。现在的商汤就象多年前跌到一美元的网易，三年前跌到 2 港币的新东方。港股这轮只要拿住了商汤，将是最大的赢家，因为它是港股人工智能时代绝对的龙头，就象当年移动互联时代的腾讯。
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