阿里放话AI基建加大投入！港股通科技ETF南方(159269)涨1.69%，香港科技ETF (159747)涨1.5%

Core Viewpoint - The Hong Kong technology stocks are experiencing a significant rally, driven by strong performances in the semiconductor sector and positive developments from major companies like Alibaba and TSMC [1] Group 1: Market Performance - The Hang Seng Technology Index rose by 1.61%, with Alibaba increasing by 6.65%, reaching a nearly four-year high [1] - Semiconductor stocks such as SMIC and Hua Hong Semiconductor surged over 5%, contributing to the overall market momentum [1] - The Southbound Technology ETF (159269) and Hong Kong Technology ETF (159747) saw increases of 1.69% and 1.5%, respectively [1] Group 2: Company Developments - Alibaba's CEO, Wu Yongming, introduced the concept of "super artificial intelligence" at the 2025 Yunqi Conference and announced plans to invest 380 billion in AI infrastructure [1] - Cathie Wood, known as the "tech goddess," re-entered Alibaba by purchasing approximately 16.3 million USD worth of Alibaba ADRs through her ETFs [1] Group 3: Semiconductor Industry Insights - The semiconductor supply chain is experiencing a boom, with memory chip prices rising and TSMC reportedly increasing prices for its last 3nm CPU process [1] - Shanghai Micro Electronics showcased new equipment, and Changchun Technology's third-quarter report showed significant positive forecasts, boosting market sentiment [1] Group 4: ETF Performance - The Southbound Technology ETF (159269) has seen a net inflow of over 1.16 billion since July 25, with a total size of 1.38 billion, marking a 95.74% increase in just two months [1] - The ETF has the lowest management and custody fees in its category, at 0.3% and 0.05%, respectively [1]