腾讯财报今日发布，机构前瞻如何？百亿港股互联网ETF（513770）高频溢价，7.4亿资金密集涌入

Group 1 - The Hong Kong stock market is experiencing a downturn, with the Hang Seng Tech Index showing a decline of 0.77% in half a day, and major tech stocks like Tencent, Alibaba, Xiaomi, Meituan, and Kuaishou all dropping over 1% [1] - The Hong Kong Internet ETF (513770) is down 1.03%, approaching its six-month line, indicating strong buying interest despite the decline [1] - Tencent is expected to report a quarterly revenue growth of 14% year-on-year, reaching 190 billion yuan, with adjusted EBIT expected to rise by 21% to 74.1 billion yuan [2][3] Group 2 - Analysts believe that Tencent is the biggest beneficiary of AI applications, with resilient growth expected in online gaming, advertising, and cloud services [3] - The Hong Kong stock market's fundamentals are strong in November, with opportunities emerging amidst volatility, particularly in tech stocks supported by the "14th Five-Year Plan" [3] - The Hong Kong Internet ETF has seen significant inflows, with 9 out of the last 10 days showing increased investment, totaling 742 million yuan [3] Group 3 - The Hong Kong Internet ETF tracks the CSI Hong Kong Internet Index, heavily weighted towards leading internet companies like Alibaba, Tencent, and Xiaomi, which together account for over 73% of the top ten holdings [5] - The index has shown higher elasticity this year, outperforming the Hang Seng Tech Index, with a year-to-date increase of 40.81% compared to 32.23% for the Hang Seng Tech Index [7] - The valuation of the Hong Kong Internet Index is relatively low, with a PE ratio of 24.44, significantly lower than the NASDAQ 100 and ChiNext Index [7]