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AI行业及AIDC产业链持续高景气,互联网巨头受益
Mei Ri Jing Ji Xin Wen·2025-05-08 04:55

Group 1 - The Hang Seng Index rose by 1.10%, the Hang Seng Tech Index increased by 1.56%, and the Hang Seng China Enterprises Index strengthened by 1.48% on May 8 [1] - Tianfeng Securities is optimistic about the AI industry as a key investment theme for the year, anticipating significant developments in AI infrastructure and applications by 2025 [1] - Guosen Securities highlights that trends in 2025 will be crucial for domestic internet giants' stock price movements, focusing on changes in AI and consumer sectors [1] Group 2 - The Hang Seng Internet ETF (513330) supports T+0 trading and includes major internet companies like Alibaba, Tencent, Meituan, Kuaishou, Baidu, and JD.com, with a high concentration of 90% in internet giants [2] - The ETF has a high AI content of 97% and DeepSeek content of 86%, making it a valuable tool for investors looking to invest in core assets of AI and the internet [2]