Mei Ri Jing Ji Xin Wen·2025-10-24 02:54Group 1 - The Hong Kong stock market opened higher on October 24, with the Hang Seng Index rising over 1%, driven by a rebound in leading tech companies and the pre-sale of the first self-developed AI glasses [1] - Despite short-term volatility, multiple institutions indicate that there are long-term investment opportunities in the Hong Kong market, suggesting that current adjustments may provide a rare chance for investors to enter at lower prices [1] - International investment banks remain optimistic about internet giants, with Goldman Sachs highlighting Tencent's unique advantages in AI technology and its ecosystem, while also raising capital expenditure expectations and target prices [1] Group 2 - ETF funds have significantly increased their investment in core AI assets in the Hong Kong market, with the Hang Seng Internet ETF focusing on major internet leaders like Alibaba, JD.com, Tencent, Meituan, Kuaishou, and Baidu [2] - The DeepSeek content of the ETF is 86%, indicating a strong focus on "new consumption + new technology," making it a suitable tool for investors looking to invest in AI applications and core "AI + internet" assets [2]