Group 1 - The Hong Kong Hang Seng Index showed active performance, with a peak increase of 1.19%, while the Hang Seng Tech Index rose by 2.07% [1] - Notable stock movements included BYD Electronics increasing by 5% and Alibaba-W rising over 2% [1] - The Hang Seng Internet ETF (159688) surged with a peak increase of 2.60%, and the Hang Seng Tech ETF (513580) also saw a strong early morning rise of 2.57% [1] Group 2 - CICC forecasts for 2025 highlight Tencent as a core recommendation due to its strong gaming business, organic growth in advertising through video accounts, and a recovery in payment services [2] - The firm emphasizes Tencent's competitive advantage in AI applications, particularly within the WeChat ecosystem, with potential growth in AI search and agent services [2] - Kuaishou is also recommended, with high profit growth certainty for 2025, overseas profitability, and domestic business growth contributing to profit increases [2]
恒生互联网ETF(159688)、恒生科技ETF指数基金(513580)早盘双双涨超2.5%
2 1 Shi Ji Jing Ji Bao Dao·2025-05-12 02:32