股神巴菲特首次建仓谷歌，AI投资狂风将往哪吹？

Group 1 - The Hong Kong Internet ETF (513770) has seen a slight decline while continuing to attract significant buying interest, with nearly 1.3 billion yuan net inflow over the past 20 trading days, indicating strong investor confidence in the AI sector's growth potential [1] - Berkshire Hathaway, led by Warren Buffett, has recently increased its stake in Alphabet, marking it as its tenth largest holding, which shifts global market focus from AI computing power to AI models and applications [1] - The Hong Kong Internet sector, which includes leading companies across the AI value chain, is one of the hottest segments in the current AI market, encompassing computing power, large models, software applications, and hardware terminals [1] Group 2 - Major Chinese companies like Alibaba and Tencent are leading in multimodal large models, with significant advancements in both software and hardware sectors, positioning them to benefit from the AI industry transformation [2] - The Hong Kong Internet ETF (513770) tracks the CSI Hong Kong Internet Index, heavily weighted towards leading internet firms, with Alibaba, Tencent, and Xiaomi as the top three holdings, collectively accounting for over 73% of the top ten positions [2] - The latest scale of the Hong Kong Internet ETF exceeds 11.6 billion yuan, with an average daily trading volume of over 600 million yuan, providing good liquidity and supporting T+0 trading without QDII quota restrictions [2]