告别单一的 “互联网标签”！AI+新质生产力，港股科技板块迎来全面升级

Core Viewpoint - The Hong Kong stock market's technology sector is no longer synonymous with traditional "internet platforms," but is redefined as a high-growth track driven by AI and "new productive forces" [1] Demand Side - The user base for generative AI in China is experiencing explosive growth, with over 90% of users preferring domestic large models, indicating significant market opportunities for local tech companies [1] Supply Side - Leading technology companies in the Hong Kong stock market cover popular fields such as "software and hardware + new consumption + innovative pharmaceuticals + new energy vehicles," positioning them as both users of AI technology and core builders of industrial infrastructure [1] - This upgrade in the industrial core provides a solid foundation for long-term growth in the Hong Kong technology sector, making it a key focus for investment in the fourth quarter [1] Investment Strategy - For ordinary investors, direct investment in individual stocks may be challenging and risky; therefore, participating through related ETFs is recommended [1] - The Hong Kong Stock Connect Technology ETF closely tracks the National Index of Hong Kong Stock Connect Technology, selecting 30 large-cap, high R&D investment technology leaders, with the top ten weighted stocks accounting for 7%, including giants like Tencent and Alibaba, as well as emerging players like Li Auto and BeiGene [1]