Group 1 - Alibaba's stock surged by 17%, significantly impacting Hong Kong's tech stocks, with the Hang Seng Index ETF and Hong Kong Tech ETF both rising over 1% [1] - Alibaba's Q2 performance highlighted user growth driven by Taobao flash sales, with cloud revenue increasing by 26% year-on-year and AI-related revenue maintaining triple-digit growth for the eighth consecutive quarter [1] - Alibaba's capital expenditure in Q2 reached 38.6 billion, and the company announced the development of a new generation of AI chips to be manufactured by domestic firms [1] Group 2 - The Hong Kong Tech ETF has seen net subscriptions for 17 out of the last 20 days, while the Hang Seng Index ETF experienced net subscriptions on 15 days, with the latest scale growing to 2.635 billion [2] - Recent financial reports from Tencent and Alibaba confirm AI-driven performance growth, alongside increased investments in AI infrastructure, suggesting a potential new round of value reassessment for Hong Kong tech giants [2]
阿里引爆港股!香港科技ETF(159747)、恒生指数ETF(513600)涨超1%,港股通科技ETF南方(159269)涨0.63%
Ge Long Hui·2025-09-01 02:00