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港股互联网板块爆发,港股通互联网ETF(513040)、恒生科技ETF易方达(513010)受资金关注
Mei Ri Jing Ji Xin Wen·2025-09-24 12:09

Group 1 - The Hang Seng Hong Kong Stock Connect New Economy Index rose by 2.8%, while the CSI Hong Kong Stock Connect Internet Index increased by 2.7% [1] - The Hang Seng Technology Index and the CSI Hong Kong Stock Connect Consumer Theme Index rose by 2.5% and 2.0% respectively, whereas the CSI Hong Kong Stock Connect Pharmaceutical and Health Comprehensive Index fell by 0.2% [1] - Recent ETF products have attracted significant capital, with the E Fund Hang Seng Technology ETF (513010) seeing a net inflow of over 4 billion yuan over 20 consecutive trading days, and the Hong Kong Stock Connect Internet ETF (513040) experiencing a net inflow of approximately 2.4 billion yuan over 32 consecutive trading days [1] Group 2 - Alibaba announced a collaboration with NVIDIA at the 2025 Alibaba Cloud Conference, focusing on Physical AI, which includes data synthesis, model training, environmental simulation reinforcement learning, and model validation testing [1] - Analysts suggest that with the continuous iteration of AI large model capabilities and the increasing penetration of AI applications, the underlying AI-related assets in the Hong Kong internet sector are expected to be revalued as their scale continues to expand, indicating significant medium to long-term allocation value [1]