KUAISHOU(HK:01024) Mei Ri Jing Ji Xin Wen·2025-09-05 06:52Group 1 - The Hong Kong stock market indices collectively rose, with the Hang Seng Tech Index increasing by over 2%, driven by innovation drug stocks, active lithium battery sector, and sustained interest in solar energy [1] - The Hang Seng Tech Index ETF (513180) saw strong performance, with top holdings like Horizon Robotics, SMIC, Hua Hong Semiconductor, Midea Group, and Kuaishou showing significant gains [1] - The automotive sector ETF (159323) also rose by over 2%, with Tianqi Lithium surging over 11% and other holdings like Tianneng Power and Ganfeng Lithium increasing by over 10% [1] Group 2 - The Alibaba International Station hosted a major B2B SME summit in the U.S., highlighting AI-driven multimodal search capabilities that have led to a 33% increase in GMV during the peak foreign trade season [1] - Kuaishou's recent creator conference emphasized its AI development strategy, with international investment banks like UBS, Goldman Sachs, and Jefferies issuing "buy" ratings for the company [2] - Kuaishou's AI-generated video content has surpassed 1 billion views, and nearly 100 million users are engaged in AI creation, indicating strong user adoption [2] Group 3 - The Hong Kong tech sector is currently viewed as historically undervalued, with expectations of a rebound due to continuous inflow of southbound capital and potential new interest rate cuts in the U.S. [2] - The ongoing "anti-involution" policies and Alibaba's better-than-expected earnings report are expected to help the Hong Kong tech sector shift focus back to AI narratives, suggesting a potential for valuation reconstruction [2]