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阿里巴巴等大厂进展不断,进一步强化恒生科技AI叙事
Sou Hu Cai Jing·2025-09-19 01:52

Group 1 - The Hang Seng Index opened up 0.14% and the Hang Seng Tech Index opened up 0.44%, with the largest ETF in the same sector, 513180, following the index's rise, driven by stocks like SMIC, Hua Hong Semiconductor, NIO, Lenovo Group, and JD Group showing significant gains [1] - The Hong Kong stock market experienced an overall adjustment, with the three major indices retreating after an initial rise, as the Federal Reserve's interest rate cut expectations did not exceed market expectations, leading some funds to take profits [1] - On September 18, southbound funds continued to show a net buying trend, with a total net purchase amount of HKD 6.288 billion, indicating ongoing interest in internet stocks like Meituan and Alibaba [1] Group 2 - AI applications are advancing in Hong Kong's internet sector, with Kuaishou's Keling AI launching a new digital human feature that generates high-quality videos from images and text or audio [1] - S&P Global announced a strategic partnership with Alibaba Cloud to introduce AI-ready data into China, which will integrate seamlessly with Alibaba Cloud's analytical services and AI engines, enhancing the narrative around AI in the Hang Seng Tech sector [1] - The competition between Alibaba and Baidu in self-developed chips is intensifying, fueled by the AI boom, suggesting a potential upward breakthrough for the Hang Seng Tech Index [2]