Xin Lang Ji Jin·2025-11-24 02:41Core Viewpoint - The Hong Kong stock market is experiencing a surge in AI-related assets, with the Hong Kong Internet ETF (513770) showing a significant upward trend, indicating strong investor confidence in technology stocks [1][3]. Group 1: Market Performance - The Hong Kong Internet ETF (513770) has seen a price increase of over 1% during trading, with notable gains from major stocks such as Kuaishou-W (+5%), Alibaba-W (+4%), and Meituan-W (+3%) [1]. - The ETF recorded a net inflow of 71.14 million yuan over the past week, reflecting optimistic market sentiment despite previous declines [3]. Group 2: ETF Composition and Strategy - The Hong Kong Internet ETF (513770) tracks the CSI Hong Kong Internet Index, which heavily invests in leading internet companies, with Alibaba-W, Tencent Holdings, and Xiaomi Group being the top three holdings, accounting for 18.89%, 17.01%, and 10.05% of the portfolio, respectively [3][4]. - The ETF's total size exceeds 10.9 billion yuan, with an average daily trading volume of over 600 million yuan, providing good liquidity and allowing for T+0 trading without QDII quota restrictions [4]. Group 3: AI Application Growth - Alibaba's AI assistant, Qianwen App, has surpassed 10 million downloads within a week of its public testing, making it the fastest-growing AI application, outpacing competitors like ChatGPT and Sora [2].