港股科技汇聚国产AI核心资产，补涨机会突出

Group 1 - The analysis by Guotou Securities indicates a clear alternating rotation relationship between the Hang Seng Technology Index and the ChiNext Index, with a current yield difference of 23.41 percentage points, suggesting a potential reversal in relative returns for Hang Seng Technology [1] - Hong Kong technology stocks are gathering core assets in domestic AI, covering the entire industry chain including computing power, models, software applications, and hardware terminals, which are expected to benefit from the accelerated penetration of AI [1] - Leading companies like Alibaba and Tencent are at the forefront of multimodal large models in China, while major Hong Kong tech leaders are increasing their AI capital expenditures, with significant technological breakthroughs achieved recently in both software and hardware [1] Group 2 - The Hang Seng Internet ETF (513330) supports T+0 trading and focuses on the internet platform economy, including major internet leaders such as Alibaba, JD.com, Tencent, Meituan, Kuaishou, and Baidu, with a DeepSeek content of 86%, making it a strong tool for investors to access AI application and "AI + Internet" core assets [2]