美联储降息预期飙升至86.9%！南向资金连续11日爆买阿里，港股AI步入击球区？

Group 1 - The core viewpoint of the articles highlights the rising expectations for a Federal Reserve interest rate cut, significantly impacting the Hong Kong stock market, particularly in the AI and internet sectors [1][3]. - The probability of a 25 basis point rate cut by the Federal Reserve in December has surged to 86.9%, up from less than 30% a week prior, indicating a strong market sentiment shift [3]. - The Hong Kong stock market is experiencing increased inflows from southbound funds, with Alibaba-W seeing a net purchase of 254.49 billion HKD over 11 consecutive days, reflecting strong investor interest [3][4]. Group 2 - The Hong Kong Internet ETF (513770) is showing positive performance, with a 0.54% increase, and is positioned above its 5-day and 10-day moving averages, indicating bullish momentum [1]. - The ETF's top holdings include Alibaba-W, Tencent Holdings, and Xiaomi Group-W, which collectively account for over 45% of the fund, showcasing the dominance of major tech players in the index [5][6]. - The recent approval of 178 domestic online games by the National Press and Publication Administration signals a positive trend in the gaming industry, with Bilibili's game included, suggesting growth potential in this sector [3].