Group 1 - The Hong Kong stock market has experienced fluctuations since October, with the Hang Seng Tech Index down nearly 10% from its peak, yet there has been a net inflow of 3.7 billion CNY into the E Fund Hang Seng Tech ETF (513010) and 2.4 billion CNY into the Hong Kong Stock Connect Internet ETF (513040) [1] - Tencent's Q3 2025 financial report shows revenue of 192.87 billion CNY, a 15% year-on-year increase, and a net profit of 63.133 billion CNY, up 19% year-on-year, indicating sustained high-quality revenue growth [1] - JD Group also reported strong Q3 performance, with AI applications being implemented across retail, health, logistics, and industrial sectors [1] Group 2 - The Hang Seng Tech Index focuses on technology-related companies listed in Hong Kong, while the China Securities Hong Kong Stock Connect Internet Index covers 30 leading internet companies within the Hong Kong Stock Connect, including major firms like Alibaba and Tencent [2] - Both indices have rolling price-to-earnings ratios below 25, positioned at the 31% and 24% percentiles since their inception, respectively [2] - The E Fund Hang Seng Tech ETF (513010) and the Hong Kong Stock Connect Internet ETF (513040) track these indices, providing investors with convenient access to AI application investment opportunities [2]
互联网大厂财报AI含量溢出,恒生科技ETF易方达(513010)、港股通互联网ETF(513040)受资金关注