Xin Lang Ji Jin·2025-09-12 02:41Group 1 - Chinese assets surged overnight, with Alibaba's US stock rising by 8%, leading to a strong opening in Hong Kong stocks, particularly in large tech companies [1] - Alibaba-W led the gains in Hong Kong, rising by 6% and reaching a nearly four-year high, while Bilibili-W and Tencent Holdings also saw significant increases [1][4] - The Hong Kong Internet ETF (513770) experienced a price increase of over 2%, indicating active trading with a transaction volume of 280 million yuan within half a day [2][3] Group 2 - As of September 11, Alibaba has seen a net inflow of 37.143 billion HKD from southbound funds over 15 consecutive trading days, supported by positive earnings reports and ongoing investments in cloud and AI infrastructure [4] - Foreign investors bought a total of 39 billion USD in Chinese bonds and stocks in August, with hedge funds showing a record net purchase of Chinese stocks, indicating a favorable environment for Hong Kong tech stocks [4] - The Hong Kong Internet ETF has seen a significant net inflow of 2.792 billion yuan over the past 20 days, highlighting strong investor interest [5] Group 3 - The Hong Kong Internet ETF (513770) tracks the CSI Hong Kong Internet Index, with major holdings including Xiaomi, Tencent, Alibaba, and Meituan, which collectively account for over 54.74% of the fund [7][8] - The performance of the Hong Kong Internet ETF has outpaced the Hang Seng Tech Index by over 10 percentage points, indicating strong momentum in the AI sector [9][10] - The latest scale of the Hong Kong Internet ETF has surpassed 10 billion yuan, achieving a historical high, with an average daily trading volume of nearly 600 million yuan [10]