南向资金积极增仓港股科技，港股互联网ETF(159568)盘中快速拉升涨超2%

Group 1 - The Hong Kong stock market has shown strong performance in the technology sector, with significant inflows from southbound funds, indicating a strong willingness to increase positions in Hong Kong tech stocks [2][3] - Major tech companies in Hong Kong are entering their earnings season, with Alibaba, Meituan, Li Auto, and NIO set to release their financial results, while previously reported earnings from Tencent, Bilibili, and Xiaomi have shown impressive revenue and net profit [2] - The current valuation of leading Hong Kong tech companies is considered reasonable, with increased dividends and buybacks, as they are well-positioned to capitalize on AI advancements [2][3] Group 2 - The CSI Hong Kong Internet Index has seen a strong increase of 1.98%, with notable gains from Alibaba-W (up 4.61%) and Kuaishou-W (up 4.45%), reflecting a positive market sentiment [1] - The Hong Kong Internet ETF has experienced a significant increase in trading volume, with a turnover of 21.57% and a total transaction value of 82.66 million HKD, indicating active market participation [1] - The Hang Seng Technology Index also rose by 1.79%, with key stocks like NetEase-S and Alibaba-W contributing to the upward trend, while the Hang Seng Technology ETF has shown a 7.41% increase over the past six months [1][2] Group 3 - The Hong Kong stock market serves as a unique bridge connecting Chinese innovation with global capital, featuring a number of platform-based tech giants and leaders in hard technology that are deeply embedded in the global supply chain [3] - The recent adjustments in the tech sector are primarily influenced by the pullback of US AI leaders and a shift in institutional strategies towards defensive positions as year-end approaches [2][3] - The current phase of AI development in the Hong Kong market corresponds to the hardware-to-application transition seen in the US market, suggesting that the tech rally is far from over [2] Group 4 - The Hong Kong Internet ETF has seen a notable increase in scale, growing by 6.83 million HKD over the past week, indicating strong investor interest [4] - The latest share count for the Hong Kong Internet ETF reached 220 million, marking a six-month high, with a net inflow of 10.35 million HKD recently [5] - The CSI Hong Kong Internet Index comprises 30 companies involved in internet-related businesses, with the top ten stocks accounting for 72.48% of the index [5]