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港股AI反攻,阿里巴巴上探逾4%,港股互联网ETF(513770)大涨2.5%,机构:AI仍是主线
Xin Lang Ji Jin·2025-10-15 11:58

Core Viewpoint - The Hong Kong stock market has rebounded following the Federal Reserve's dovish stance, with significant gains in technology stocks, particularly Alibaba and Bilibili [1][4]. Group 1: Market Performance - Alibaba's stock rose by 3.86%, reaching a peak increase of 4.56% during the trading session [1]. - Bilibili's stock increased by over 4%, while Xiaomi and Meituan saw gains of over 1% [1]. - The Hong Kong Internet ETF (513770) experienced a 2.54% increase, ending a four-day decline with a trading volume of 875 million yuan [2][3]. Group 2: Investment Trends - The Hong Kong Internet ETF has seen a net inflow of 130 million yuan over the past four days, indicating strong buying interest [3]. - The ETF's total size has surpassed 11 billion yuan, marking a historical high, with an average daily trading volume exceeding 600 million yuan this year [10]. Group 3: Industry Outlook - The ongoing global interest rate cut cycle is expected to provide upward momentum for the stock market, with Hong Kong's tech sector poised to attract foreign capital due to its valuation advantages [4][5]. - The AI industry is accelerating in China, with major players like Alibaba and Tencent making significant advancements, which could lead to a revaluation of internet stocks [4][5]. - The Hong Kong Internet sector is currently trading at a lower valuation, with a price-to-earnings ratio of 26.69, which is significantly lower than that of US and A-share tech stocks [8]. Group 4: Key Players - The top three holdings in the Hong Kong Internet ETF are Alibaba (18.92% weight), Tencent (15.60% weight), and Xiaomi (11.54% weight), collectively accounting for over 73% of the ETF [5][6]. - The ETF tracks the CSI Hong Kong Internet Index, which has shown significant outperformance compared to the Hang Seng Tech Index this year [7].