Group 1 - The internet sector in Hong Kong experienced a strong rally, with notable gains in stocks such as Kuaishou-W up 6.80%, NetEase-S up 5.96%, and Alibaba up 5.35% as of November 24, 2025 [1] - Alibaba's Qianwen APP was launched, integrating various life scenarios like maps, food delivery, and ticket booking, aiming to create an AI lifestyle entry point [1] - Recent Q3 financial reports from Tencent and Bilibili showed impressive performance in revenue and net profit, contributing to the positive sentiment in the sector [1] Group 2 - Huayuan Securities highlighted that platform advantages are reflected in the resilience of performance fundamentals, emphasizing the importance of R&D and application of AI technologies among leading internet companies [2] - The China Concept Internet ETF (159607) closely tracks the CSI Overseas China Internet 30 USD Index, which includes 30 Chinese internet companies listed in Hong Kong and other overseas exchanges [2] - As of October 31, 2025, the top ten weighted stocks in the CSI Overseas China Internet 30 USD Index accounted for 86.72% of the index, including Alibaba-W, Tencent Holdings, and Pinduoduo [2]
互联网板块汇聚国产AI核心资产全线走强，中概互联网ETF(159607)有望在后续AI加速渗透中持续受益
Xin Lang Cai Jing·2025-11-24 06:39