Group 1 - The core viewpoint is that leading Chinese technology companies are entering a phase of large-scale expansion in AI investments, with clearer AI strategies [1] - By 2032, Alibaba Cloud's global data center energy consumption is expected to increase tenfold compared to 2022, accelerating the entire cloud computing and AI industry chain [1] - The cloud services and AI infrastructure are anticipated to enter a new high-certainty growth cycle [1] Group 2 - Compared to overseas technology companies, the overall valuation level of leading Chinese technology firms listed in Hong Kong remains relatively low, indicating potential for value reassessment driven by AI [1] - The Hong Kong Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), which selects securities from technology-related industries among companies traded via Hong Kong Stock Connect [1] - This index focuses on TMT and internet sectors, reflecting the overall performance of technology sector listed companies in the Hong Kong market, characterized by high technological content and growth potential [1]
港股科技ETF（513020）涨近1%，连续10日净流入超6.4亿元，机构：看好港股科技公司AI驱动的价值重估
Mei Ri Jing Ji Xin Wen·2025-09-29 06:57