多款AI大模型发布最新成果，同标的费率最低的港股通科技30ETF（159636）即将实施份额拆分，机构：估值处于低位的港股有望率先反弹

Group 1 - DeepSeek has released two official models, DeepSeek-V3.2 and DeepSeek-V3.2-Speciale, enhancing agent capabilities [1] - ByteDance's Doubao team has launched a technical preview of the Doubao mobile assistant, featuring multimodal interaction and AI mobile operation capabilities [1] - Keling AI has introduced "Keling O1," positioned as the first unified multimodal creation tool [1] Group 2 - The Hong Kong Stock Connect Technology 30 ETF (159636) has a market size of 36.518 billion yuan as of December 1, with a year-to-date share growth rate of 251.72% [2] - The management and custody fees for the Hong Kong Stock Connect Technology 30 ETF are 0.45% and 0.07%, respectively, the lowest among similar ETFs [2] - With the Federal Reserve's dovish stance and a 70% probability of a rate cut in December, market sentiment is expected to improve, potentially leading to a rebound in undervalued Hong Kong tech stocks [2] - Current AI sector crowding risk is relatively low, with long-term opportunities still present, although short-term value styles may have an advantage [2]