Core Insights - The Hong Kong stock market's chip industry chain is experiencing a significant upward trend, with the first ETF focused on this sector showing a price increase of over 1.6% at one point, currently up by 0.98% [1] - Nvidia has publicly defended its leading position in the AI chip market against challenges from Google, which is negotiating to use TPU chips in its data centers, potentially capturing 10% of Nvidia's annual revenue [3] - The valuation of many Chinese tech companies is significantly lower than their US counterparts, with Hong Kong tech stocks showing even more attractive valuations compared to the broader market [4] Industry Overview - The newly launched Hong Kong Information Technology ETF (159131) focuses on the chip industry, comprising 70% hardware and 30% software, and includes 42 hard-tech companies, with notable weights in SMIC (20.27%), Xiaomi (9.11%), and Hua Hong Semiconductor (5.64%) [6] - The ETF aims to capture the potential of the Hong Kong chip supercycle, excluding major internet companies like Alibaba and Tencent to enhance focus on AI hard-tech [6] - The domestic AI chip development is seen as a long-term trend, with current conditions viewed as optimal for the growth of local chip manufacturers [3]
ETF盘中资讯 | “AI芯片霸主”紧急发声：GPU仍领先行业一代！首只聚焦“港股芯片”产业链的港股信息技术ETF（159131）持续上涨
Sou Hu Cai Jing·2025-11-26 03:00