AI驱动科技主线行情，港股汇聚国产AI核心资产

Group 1 - The article highlights that the global technology cycle is currently driven by AI, which is rapidly penetrating various aspects of the economy and society [1] - It notes that China is in a transitional phase of economic development, where technological innovation is key to driving the upgrade of industrial structure, with the technology sector being a focus of policy support [1] - Hong Kong's tech sector is gathering core domestic AI assets, covering the entire industry chain including computing power, models, software applications, and hardware terminals, positioning itself as a pioneer in the revaluation of Chinese assets [1] Group 2 - The article mentions significant releases of major models and intelligent products since the third quarter, including the domestic model Kimi K2, which has been acclaimed for pushing the limits of open-source large model capabilities [1] - Alibaba's launch of Qwen 3 Coder, a leading open-source code model, is noted as a competitor to Claude Code [1] - The article also references international developments, such as xAI's Grok4 model and OpenAI's ChatGPT Agent, indicating a dual advancement in foundational models and agent applications [1] Group 3 - Looking ahead, the article anticipates that various AI agents will accelerate their deployment, coupled with the upcoming disclosures of financial reports from leading tech stocks in the US and Hong Kong, which are expected to boost market sentiment and maintain high prosperity in the tech sector [1] - It lists relevant Hong Kong tech-related ETFs, including the Hong Kong Stock Connect Technology ETF (159101) and the Hang Seng Internet ETF (513330) [1]