港股新能源车企板块走强，零跑汽车(09863.HK)涨超6%，吉利汽车(00175.HK)、蔚来-SW(09866.HK)、小鹏集团(09868.HK)、赛力斯(09927.HK)、比亚迪股份(01211.HK)、理想汽车(02015.HK)等个股跟涨。中共中央、国务院近日印发《关于发展新质生产力的意见》，意见提出，加快推进智能网联新能源汽车、人工智能手机和电脑、人形机器人等新一代智能终端场景应用。

At the opening of the 26th China International Industry Fair, the Ministry of Industry and Information Technology set four priorities: accelerate industrial innovation by strengthening basic research and key‑technology R&D, reinforcing firms as the primary innovation drivers, optimizing national innovation platform layout and using national high‑tech zones to cultivate new tracks and speed tech commercialization; advance industrial upgrading by maintaining a complete industrial system, scaling applications of emerging industries, planning for future industries and renewing traditional sectors — tailoring local strategies to expand advanced manufacturing and deepen AI+manufacturing, with a strong push to develop open‑source foundation models and industry‑vertical model clusters to build world‑class firms; bolster intelligent software and hardware foundations and increase guidance and support for enterprise digital transformation, cultivating industry‑focused digital transformation service providers and promoting smart factories and high‑standard digital parks; and build a mutually beneficial industrial ecosystem.

China International Capital Co research says 1H 2026 A-share tech growth was driven by AI supply chain and high-end manufacturing, sustaining a structural rally. Since July, rising negative narratives around the global AI chain, expectations of tighter overseas liquidity and increased Middle East geopolitical risk have triggered a notable correction in previously strong growth sectors. With growth-style volatility higher and risk appetite weaker, the firm recommends re-evaluating the relative allocation to dividend-paying assets. Given limited aggregate growth elasticity alongside pockets of structural high growth and elevated risk-off swings, a "technology + dividends" dumbbell allocation is seen as a way to balance earnings growth potential, shareholder cash returns and portfolio stability. For implementation, it advises targeting tech names with clear industry trends, durable competitive advantages and demonstrated earnings delivery; and dividend names with stable earnings and cash flow, sustainable payout policies and reasonable valuations.