阿里1688发布跨境AI智能体！港股科技ETF天弘(159128)连续12日获资金净申购，恒生科技ETF天弘(520920)上市以来持续净流入

Core Insights - The Hong Kong Technology ETF Tianhong (159128) has seen a turnover of 6.85% with a transaction volume of 60.69 million yuan, while the tracked National Index of Hong Kong Stock Connect Technology (987008) rose by 0.45%, led by ZTE Corporation (00763) [1] - The Hong Kong Technology ETF Tianhong (159128) has reached a new high in size at 920 million yuan and shares at 961 million as of December 1 [1] - The Hong Kong Technology ETF Tianhong (520920) has also achieved a new high in size at 7.759 billion yuan and shares at 8.819 billion, with a turnover of 6.14% and transaction volume of 466 million yuan [2] Fund Performance - The Hong Kong Technology ETF Tianhong (159128) has experienced continuous net inflows for 12 days, totaling 326 million yuan [2] - The Hong Kong Technology ETF Tianhong (520920) has accumulated net inflows of 4.172 billion yuan since its listing [2] Market Outlook - Analysts suggest that the current AI-driven technology cycle presents a favorable outlook for Hong Kong technology assets, with expectations of continued inflows from southbound capital as the Federal Reserve may restart interest rate cuts [3] - The Hong Kong Technology ETF Tianhong (159128) allows investors without a Hong Kong Stock Connect account to easily invest in core Chinese AI assets [3] Industry Developments - Alibaba's 1688 platform has launched an AI smart agent "Ao Xia," which automates the entire process of cross-border e-commerce, indicating a shift towards digital solutions in supply chain management [4] - The cross-border business of 1688 has seen significant growth, with annual transaction volume exceeding 200 billion yuan [4] Institutional Perspectives - Zhongtai Securities highlights that the recent performance of the Hong Kong technology sector is driven by improved sentiment and policy expectations in the mainland market, with government policies enhancing the valuation outlook for mainland technology and consumer companies listed in Hong Kong [5] - The push for technological self-reliance by the government is expected to keep the technology growth sector as a market focus, with potential structural opportunities arising from the development of Hong Kong's biotechnology industry [5]