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阿里重磅消息,计划追加更大AI投入,港股通科技ETF涨超2%
Xin Lang Cai Jing·2025-09-24 05:29

Core Viewpoint - The Hong Kong stock market showed a collective rebound on September 24, with the technology sector performing notably well, driven by significant movements in key stocks like Alibaba and Huahong Semiconductor [3][5]. Market Performance - The Hong Kong Technology ETF (520860) rose over 2%, with constituent stocks such as Huahong Semiconductor increasing by over 7%, and both SMIC and Alibaba-W rising by over 6% [3][5]. - The ETF has seen a net inflow of funds for four consecutive days, indicating strong investor interest [5]. Company Developments - Alibaba's CEO, Wu Yongming, emphasized the importance of large models as the next generation operating system and AI cloud as the next computing paradigm, with plans for a significant investment of 380 billion yuan in AI infrastructure [4][5]. - The company anticipates a tenfold increase in energy consumption for its global data centers by 2032, reflecting a substantial escalation in computing power investment [4]. Industry Trends - Nvidia's plan to invest up to $100 billion in collaboration with OpenAI to build AI data centers is expected to significantly boost global computing power demand, further stimulating the technology sector [5]. - Analysts from Haitong International predict that leading Hong Kong tech companies will benefit from new technological breakthroughs in the second half of the year, particularly in the AI sector [7]. - Long-term growth potential in AI technology and new consumption sectors is highlighted as a key driver for the sector's performance, alongside improved pricing power from southbound capital [7]. Investment Insights - The Hong Kong Technology ETF tracks the CSI Hong Kong Technology Index, which includes major tech companies like Tencent, Alibaba, and Xiaomi, collectively accounting for nearly 30% of the index [8]. - The ETF is positioned to help investors capitalize on opportunities within the technology industry, particularly as AI investments continue to grow [8].