反内卷持续推进，互联网AI叙事不断强化，恒生科技指数ETF(159742)一度涨超1.7%

Group 1 - The Hang Seng Technology Index rose by 0.52%, with notable increases in stocks such as Bilibili-W (+5.08%) and Trip.com Group-S (+3.14%) [3] - The Hang Seng Technology Index ETF (159742) experienced a 1.71% intraday increase, currently up 0.97%, marking an 8-day consecutive rise [3] - Over the past week, the Hang Seng Technology Index ETF has accumulated a 4.45% increase [3] Group 2 - The CSI Hong Kong Stock Connect Internet Index increased by 0.06%, with significant gains from Lion Group (+8.52%) and Meituan-W (+2.26%) [6] - The Hong Kong Internet ETF (159568) also rose by 0.60%, aiming for an 8-day consecutive increase [6] - The Hong Kong Internet ETF has seen a 4.98% increase over the past week, ranking in the top half among comparable funds [6] Group 3 - The recent US-China economic talks resulted in a consensus on the TikTok issue, which may alleviate market concerns regarding escalating trade tensions [7] - The upcoming press conference by the State Council will introduce policies aimed at expanding service consumption, indicating a proactive approach to economic stimulation [7] Group 4 - Internet platforms are lowering service consumption barriers, allowing users to easily book services and enhancing transparency and efficiency in consumer decision-making [8] - The ongoing efforts to combat "involution" in service sectors, combined with the strengthening narrative around internet AI, are expected to provide upward momentum for related companies [8] - The Hang Seng Technology Index ETF and Hong Kong Internet ETF are recommended for investors looking to capitalize on the sector's potential [8] Group 5 - The latest scale of the Hang Seng Technology Index ETF reached 3.66 billion, a new high in nearly a year, with a net inflow of 155 million over the last ten trading days [9] - The Hong Kong Internet ETF's latest scale reached 359 million, marking a new high in three months, with a net inflow of 14.06 million over the last five trading days [9]