AI带飞科技牛市，盘点市场上“含BA量”很高的两只港股ETF

Group 1 - On the anniversary of September 24, A-shares and Hong Kong stocks surged, with Alibaba Cloud's conference igniting enthusiasm in the tech sector, leading Alibaba-W to rise by 9.16%, reaching a four-year high [1][7] - Market participants view Alibaba as a tech giant, indicating that its stock price surge reflects the appeal of core assets in Hong Kong that represent "new productive forces," attracting global capital [1][7] - Huabao Fund has strategically invested in the Hong Kong market, launching multiple ETFs focused on innovative drugs, low-volatility dividends, internet, and new consumption sectors, with significant holdings in tech companies like Alibaba [1][2] Group 2 - Huabao Fund's Hong Kong Large Cap 30 ETF (520560) has completed its early fundraising and is expected to start trading in early October, tracking the Hang Seng China (Hong Kong-listed) 30 Index, which includes the largest 30 companies by market capitalization [2] - The Hang Seng China (Hong Kong-listed) 30 Index is composed of major companies with significant revenue from mainland China, reflecting the overall performance of large-cap stocks listed in Hong Kong [2][4] - The top ten constituents of the Hang Seng China (Hong Kong-listed) 30 Index account for 73.71% of the index, showcasing a concentration in leading companies across various sectors, including internet media, finance, and consumer goods [4] Group 3 - The Hong Kong Internet ETF (513770) has surpassed 11.5 billion yuan in assets, with Alibaba-W being the largest constituent at 18.11% weight, benefiting from the recent surge in Alibaba's stock price [5][6] - The underlying index of the Hong Kong Internet ETF consists of 30 companies involved in internet-related businesses, reflecting the overall performance of internet-themed stocks in the Hong Kong market [6] - The rapid growth of the Hong Kong Internet ETF's management scale is attributed to the revaluation of Chinese assets and favorable global liquidity conditions, alongside the technological advancements driven by AI [5][8] Group 4 - Alibaba has announced a collaboration with Nvidia on Physical AI, covering various aspects of data synthesis and model training, and plans to invest significantly in AI infrastructure [7] - The market is optimistic about the recovery of Chinese high-tech companies, with foreign capital showing renewed interest in leading tech firms like Alibaba, as indicated by Ark Investment's recent purchase of Alibaba ADRs [7][8] - Analysts predict a potential long-term bull market for A-shares and Hong Kong stocks, driven by a shift in wealth allocation towards equities and a favorable market environment [8][9]