换手率超16%，中概互联网ETF(159607)盘中上涨2.36%，跟踪指数估值处近5年历史低位

Group 1: Market Activity and Performance - The Chinese Internet ETF has a turnover rate of 16.05% during trading, with a transaction volume of 182 million yuan, indicating active market trading [3] - As of July 15, the average daily transaction volume of the Chinese Internet ETF over the past year is 373 million yuan [3] - The latest scale of the Chinese Internet ETF has reached 1.073 billion yuan, with net inflows being balanced recently [3] - Over the past five trading days, there were net inflows on three days, totaling 15.67 million yuan [3] - The leverage funds continue to invest in the Chinese Internet ETF, with the latest margin buying amounting to 14.72 million yuan and a margin balance of 140 million yuan [3] - The net value of the Chinese Internet ETF has increased by 24.50% over the past year [3] Group 2: Returns and Valuation - The highest monthly return since inception for the Chinese Internet ETF is 40.52%, with the longest consecutive monthly gains being four months and the longest gain percentage being 24.85% [3] - The average return during the rising months is 8.83% [3] - The annualized return over the past six months has exceeded the benchmark by 6.39%, ranking first among comparable funds [3] - The price-to-earnings ratio (PE-TTM) of the index tracked by the Chinese Internet ETF is currently 17.79, which is in the 13.2% percentile over the past five years, indicating a historical low valuation [3] Group 3: Industry Investment Trends - Internet giants are significantly increasing investments in AI infrastructure, with Alibaba planning to invest over 380 billion yuan in cloud and AI hardware over the next three years, exceeding the total of the past decade [4] - Tencent is expected to see a rise in capital expenditures by 2025, primarily to meet AI-related needs [4] - Numerous listed companies are actively engaging in computing power leasing, with some already disclosing relevant orders, indicating notable progress in the AI industry [4] - The Hong Kong Internet sector is currently at a low valuation, warranting close attention to the capital expenditures and AI-related business statements of leading internet firms [4] Group 4: Major Stocks in the Index - As of June 30, 2025, the top ten weighted stocks in the China Overseas Internet 30 USD Index include Tencent, Alibaba, Xiaomi, Meituan, Pinduoduo, NetEase, JD.com, Ctrip, Baidu, and Kuaishou, collectively accounting for 86.37% of the index [6]