Group 1 - The technology sector in Hong Kong is experiencing increased attention, with over 100 billion yuan flowing into the sector through ETFs in the first three quarters [2][7] - Notable investors like Liang Hong and Duan Yongping have expressed support for companies like Xiaomi and Tencent, emphasizing the importance of focusing on business fundamentals rather than market capitalization [3][6] - Liang Hong believes that the best companies in the AI sector will likely emerge from three internet giants and two consumer electronics leaders, with potential market sizes evolving from trillion to ten trillion yuan [4][5] Group 2 - Major public funds are heavily invested in Hong Kong's internet leaders, with Tencent, Alibaba, and Xiaomi being top holdings [7] - The net subscription amount for Hong Kong technology-themed ETFs exceeded 150 billion yuan in the first three quarters, indicating strong investor interest [7] - Fund managers are optimistic about the valuation of internet leaders, suggesting that their core businesses are recovering and that AI trends may be undervalued in the market [8]
港股科技板块关注度持续升温 知名投资人频发声 段永平谈腾讯：不想市值 看生意
Shang Hai Zheng Quan Bao·2025-10-08 07:41