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恒生科技指数ETF(513180)成交额破55亿元!腾讯、阿里财报即将发布,市场屏息以待
Mei Ri Jing Ji Xin Wen·2025-05-14 07:00

Group 1 - The Hang Seng Technology Index experienced a rise of over 2% in the afternoon session, with tech stocks, shipping, and insurance sectors showing significant gains [1] - The Hang Seng Technology Index ETF (513180) saw a trading volume exceeding 5.5 billion yuan, leading among similar ETFs in the A-share market [1] - Key holdings such as Tencent Music, JD Health, Xiaopeng Motors, Baidu Group, Li Auto, JD Group, and Xiaomi Group showed notable price increases [1] Group 2 - Tencent and Alibaba are set to release their financial reports on May 14 and 15, with a focus on cloud business performance, AI strategy, and capital expenditures [1] - Guosen Securities anticipates that the DeepSeek open-source model will accelerate AI penetration among traditional clients, leading to a projected 20% year-on-year growth in the cloud business for domestic cloud vendors [1] - Capital expenditures for Alibaba in Q1 2025 are expected to continue high investment levels, nearly 200% year-on-year, while Tencent's capital expenditures are also projected to maintain high levels from the previous quarter, achieving close to 200% year-on-year growth [1] Group 3 - The Hang Seng Technology Index ETF (513180) is leading in both scale and liquidity among similar ETFs listed in the A-share market, supporting T+0 trading [2] - The index includes core AI assets and technology leaders that are relatively scarce compared to the A-share market, indicating a positive outlook for high-growth potential [2] - Positive catalysts from improved internal and external conditions, along with better-than-expected Q1 financial reports from tech leaders like JD, suggest that the Hang Seng Technology Index may have greater upward momentum [2]