AI浪潮奔涌，港股龙头集结！指数焕新，港股通恒生科技ETF重磅上市

Group 1 - The core viewpoint of the articles highlights the significant growth potential of the AI industry in China, driven by government policies and technological advancements, with predictions indicating that the AI industry scale will exceed 10 trillion yuan by 2029 [1] - The 2025 World Artificial Intelligence Conference in Shanghai showcased breakthrough AI products from major companies like Tencent, Alibaba, and Baidu, marking a pivotal moment for the AI sector [1] - The Chinese government has emphasized the importance of large-scale commercialization of AI applications, leveraging the country's industrial system and market scale to foster innovation [1] Group 2 - The Hang Seng Hong Kong Stock Connect Technology Theme Index (HSSCITI.HI) was launched in 2023 to track the performance of leading technology companies listed in Hong Kong, focusing on a comprehensive AI industry chain [2] - This index stands out due to its systematic coverage of the entire AI value chain, including hardware, models, and application scenarios, which allows it to capture investment opportunities arising from AI technological breakthroughs [2][3] - The index's recent adjustment raised the individual stock weight limit from 10% to 15%, enhancing its concentration on leading technology firms and improving its ability to capture core industry returns [5] Group 3 - The high concentration strategy of the index aligns with the "winner-takes-all" logic in the AI industry, where leading companies dominate market share and innovation, resulting in superior performance [6] - The performance of the U.S. tech giants, often referred to as the "seven giants," illustrates the benefits of high concentration, with significant returns compared to broader indices [6] - The Hang Seng Hong Kong Stock Connect Technology Index is expected to show stronger performance and valuation recovery due to the acceleration of AI commercialization and continued inflow of capital [7][9]