Mei Ri Jing Ji Xin Wen·2025-09-02 07:14Group 1 - The core viewpoint highlights the strong financial performance of Tencent and Alibaba in Q2 2025, with AI-related businesses showing significant contributions to their earnings [1] - Alibaba's AI chip business expansion opens up long-term growth potential [1] - Recent improvements in Hong Kong stock market liquidity, along with dovish statements from Powell, have alleviated previous valuation pressures on Hong Kong stocks [1] Group 2 - The Hong Kong Technology ETF (code: 513020) tracks the Hong Kong Stock Connect Technology Index (code: 931573), which selects up to 50 quality companies from the technology sector listed within the Hong Kong Stock Connect [1] - The index covers multiple sub-sectors including "Internet + Biomedicine + New Energy Vehicles + Chips," aiming to reflect the overall performance of core technology enterprises in the Hong Kong market [1] - Investors without stock accounts can consider the Cathay CSI Hong Kong Stock Connect Technology ETF Initiated Link C (015740) and Link A (015739) [1]