恒生科技指数ETF（513180）一度涨超2%，机构称港股对A股的优势正在凸显

Group 1 - The overall performance of the Hong Kong stock market is improving, with semiconductor and automotive stocks showing strong activity, while the robotics sector is experiencing some corrections [1] - The Hang Seng Technology Index ETF (513180) saw a peak increase of over 2%, with leading stocks like NIO, XPeng Motors, JD Group, Hua Hong Semiconductor, Lenovo Group, SMIC, and ASMPT contributing to the gains, particularly NIO which rose over 7% [1] - CITIC Securities indicates that since the end of June, the A-share market has outperformed the Hong Kong market, leading to a bullish sentiment towards A-shares, especially in AI sectors, while interest in Hong Kong stocks has been relatively low [1] Group 2 - Recent advancements in AI chips by Baidu and Alibaba are expected to strengthen the AI narrative within the Hang Seng Technology Index [1] - Kuaishou's new digital human feature is anticipated to lead the development of niche AI applications [1] - Industrial securities suggest that since early September, the performance of major internet companies has improved due to the ongoing development of AI business, with previous negative factors diminishing and short-selling activity decreasing [1] Group 3 - The competition between Alibaba and Baidu in self-developed chips is igniting a bullish trend, with expectations for the Hang Seng Technology Index to break upward again [2] - The potential for continued inflow of southbound funds is anticipated as the Federal Reserve may restart interest rate cuts, contributing to a valuation reconstruction for the Hang Seng Technology Index [2] - Investors without a Hong Kong Stock Connect account can consider the Hang Seng Technology Index ETF (513180) as a means to invest in core Chinese AI assets [2]