Al产业发展趋势向上，恒生科技ETF（513130）成资金配置焦点之一，连续两周获周度资金净流入

Group 1 - The AI industry is experiencing a wave of updates and iterations in large models, with major North American companies releasing new models, attracting capital market attention [1] - Anthropic's Claude 4.1 programming test score has set a new industry record, while OpenAI's open-source inference model gpt-oss shows significant improvements over previous versions [1] - The release of the world's first real-time interactive world model, Genie 4, further highlights advancements in the AI sector [1] Group 2 - Major tech companies have significantly exceeded capital expenditure guidance for mid-2025, reinforcing the high demand and positive outlook for the AI industry [1] - The Hang Seng Technology Index, which tracks 30 Hong Kong-listed companies related to technology themes, is expected to benefit from the AI industry transformation [1] - The Hang Seng Technology ETF (513130) has seen substantial net inflows, with a recent scale of 30.537 billion yuan, reflecting a 9.15% increase over two weeks [1][2] Group 3 - Despite recent pressures on Hong Kong tech stocks due to U.S. export controls on computing chips, easing U.S.-China trade relations may provide a more favorable environment for the sector [1] - The current valuation of the Hang Seng Technology Index is at a price-to-earnings ratio of 21.58, indicating a decrease in trading congestion [1] - The Hang Seng Technology ETF and its associated funds are positioned as quality tools for investing in Hong Kong's tech sector [1]