Xin Lang Ji Jin·2025-09-01 06:33Core Insights - The leading internet platform reported its mid-year results for 2025 on August 29, significantly exceeding market expectations with strong revenue and net profit growth, particularly a 26% year-on-year increase in cloud intelligence business revenue, validating the AI-driven profit growth logic in the industry [1] - A strategic cooperation agreement was signed on August 31, 2025, between the internet leader and a telecom giant, focusing on deep collaboration in cloud and AI infrastructure, further empowering the "AI+" development theme [1] Market Performance - The strong financial performance of the leading company positively impacted market sentiment, leading to active trading in the Hong Kong tech sector [1] - The Hang Seng Tech ETF (513130) has seen continuous net inflows for five weeks since July 28, totaling 7.885 billion yuan, making it one of the few products tracking the Hang Seng Tech Index with net inflows exceeding 6.5 billion yuan [1] - The ETF's scale has grown to 36.092 billion yuan, reaching a new historical high, with an average daily trading volume of 5.194 billion yuan in August, up from 3.922 billion yuan in July [1] Investor Interest - The number of holders of the Hang Seng Tech ETF (513130) reached 224,100, an increase of over 61,000 since the end of 2024, highlighting strong market interest [1] - The Hang Seng Tech Index, closely tracked by the ETF, includes a diverse range of sectors, including internet platforms, software development, telecommunications, and chip design, capturing multiple areas of the AI industry chain [1] Valuation Metrics - As of August 29, 2025, the Hang Seng Tech Index's price-to-earnings ratio stood at 21.23, which is relatively low at 19.23% compared to the past five years, suggesting potential for valuation uplift in the context of improving earnings and expectations of interest rate cuts by the Federal Reserve [1] - The Hang Seng Tech ETF (513130) is characterized by large scale, good liquidity, and low fees, making it a suitable tool for investors looking to capture opportunities in the Hong Kong tech sector [1]