上海：加快推动“AI+制造”发展，港股科技30ETF（513160）涨0.5%，近5日“吸金”超1.1亿元

Group 1 - The Hong Kong stock market opened lower on July 31, but the Hang Seng Hong Kong Stock Connect China Technology Index rose against the trend [1] - The Hong Kong Technology 30 ETF (513160) saw a low opening but later increased by 0.50%, with a trading volume exceeding 19 million yuan [1] - Meitu Inc. rose over 4%, with other stocks like Dongfang Zhenxuan, Kuaishou-W, Xindong Company, and Kingsoft Cloud also showing significant gains [1] Group 2 - The Hong Kong Technology 30 ETF (513160) has attracted over 110 million yuan in the last five trading days, indicating strong capital inflow [1] - The ETF closely tracks the performance of the Hang Seng Hong Kong Stock Connect China Technology Index, which includes mainland companies engaged in technology business and listed in Hong Kong [1] - Shanghai's government is pushing for the integration of AI in manufacturing, aiming to enhance the sector's high-end, intelligent, green, and integrated development [1] Group 3 - Huatai Securities noted that companies are increasingly seeking to implement AI agents across various traditional sectors, emphasizing the need for commercial viability [2] - Server manufacturers are focusing on the computational requirements for AI agents, which need to be based on foundational large models and enterprise data for post-training and inference [2] - Investment opportunities are expected to favor upstream companies in the AI supply chain over terminal brand manufacturers in the short term [2] Group 4 - 招银国际证券 highlighted the WAIC conference held from July 26-28, 2025, and identified a positive outlook for internet companies with strong technical capabilities and broad application scenarios [2] - The demand for large model applications is anticipated to support the growth of cloud services [2] - Companies such as Alibaba, Tencent, Kuaishou, and Baidu are recommended for attention under the AI theme [2]