中概互联网ETF(159607)盘中蓄势，机构称人工智能技术正深度重塑互联网行业

Group 1: Market Activity - The Chinese concept internet ETF had a turnover of 18.87% during the trading session, with a transaction volume of 197 million yuan, indicating active market trading [3] - As of October 13, the average daily transaction volume of the Chinese concept internet ETF over the past year was 340 million yuan [3] Group 2: Performance Metrics - As of October 10, the net value of the Chinese concept internet ETF increased by 28.14% over the past six months [3] - The highest monthly return since inception was 40.52%, with the longest consecutive monthly increase being five months and the longest cumulative increase being 25.16% [3] - The average return during the months of increase was 8.60% [3] Group 3: AI Industry Impact - AI technology is significantly reshaping three core areas of the internet industry: advertising, cloud computing, and operational efficiency [4] - Tencent's advertising business achieved a robust growth of 20% in Q2, driven by AI [4] - Alibaba Cloud's growth rate improved to 26% quarter-on-quarter, showcasing the significant effects of AI empowerment [4] - Companies like Tencent, Tencent Music, and Kuaishou have optimized profits through intelligent transformation [4] Group 4: Chip Development - Major companies such as Baidu and Alibaba have recently launched self-developed chips, indicating that cloud service providers are building a complete AI technology ecosystem from hardware to applications [4] Group 5: Stock Performance - As of September 30, 2025, the top ten weighted stocks in the CSI Overseas China Internet 30 USD Index accounted for 86.91% of the total weight, with Alibaba-W, Tencent Holdings, and Xiaomi Group-W being the top three [6]