Xin Lang Cai Jing·2025-09-25 06:09Group 1 - The Nasdaq Golden Dragon China Index saw significant gains, with notable increases in companies such as GDS Holdings up 16.6%, Daqo New Energy up 12.6%, and Alibaba maintaining around a 10% increase [1] - The Hang Seng Tech Index rose over 2%, led by Hua Hong Semiconductor and followed by SMIC and Alibaba [1] - Xiaomi officially announced the global launch of its 17 series featuring the fifth-generation Snapdragon 8 processor, which boasts a peak frequency of 4.6GHz and significant power efficiency improvements [1] Group 2 - Zhongtai Securities indicated that the Hong Kong stock market is expected to continue its structural rise, supported by the US-China summit and improved sentiment in the A-share market, with a focus on the technology sector driven by AI demand [2] - The Hong Kong Stock Connect Technology ETF (159262) rose 1.65%, with component stocks like Hua Hong Semiconductor and Xiaomi Group showing strong performance [2] - The Hang Seng Stock Connect Technology Index excludes sectors like pharmaceuticals and automobiles, focusing on TMT industries, with major weights in AI leaders such as Alibaba, Tencent, and Xiaomi [2] Group 3 - As of September 24, 2025, the Hong Kong Stock Connect Technology ETF reached a record size of 5.034 billion yuan, marking the highest since its inception [3] - The ETF has seen continuous net inflows over the past 12 days, with a peak single-day inflow of 325 million yuan, totaling 785 million yuan in net inflows [3] Group 4 - The Hong Kong Stock Connect Technology ETF represents a shift from "Internet" to "AI+" within the hard technology sector [4]