Group 1 - The Hong Kong stock market showed mixed performance with the Hang Seng Index and Hang Seng China Enterprises Index continuing to rise, while the Hang Seng Tech Index experienced fluctuations [1] - The World Artificial Intelligence Conference held in Shanghai highlighted the ongoing upgrades in China's domestic AI model capabilities, indicating a promising future for the AI industry in China [1] - Longcheng Securities emphasized that enhancing economic growth is essential to overcoming the "involution" dilemma, with AI technology expected to remain a core focus in the market [1] Group 2 - As of July 25, the latest valuation of the Hang Seng Tech Index ETF (513180) was 21.51 times, indicating it is currently undervalued compared to historical levels, providing potential upward momentum [2] - The Hang Seng Tech Index ETF offers a convenient way for investors without a Hong Kong Stock Connect account to access core Chinese AI assets [2]
“反内卷”逻辑下，以AI为代表的科技赛道或将继续担纲核心主线，机构称关注恒生科技
Mei Ri Jing Ji Xin Wen·2025-07-28 03:18