连涨3天！首只聚焦港股芯片产业链的港股信息技术ETF(159131)涨1.7%，机构：2026中国AI供应链迈入爆发新阶段

Group 1 - The Hong Kong stock market's chip industry chain is experiencing a strong rally, with notable increases in stocks such as Hua Hong Semiconductor rising by 4% and SMIC, Shanghai Fudan, and Hong Teng Precision all gaining over 3% [1] - The first Hong Kong ETF focused on the chip industry, the Hong Kong Information Technology ETF (159131), has seen a price increase of 1.70% with a trading volume exceeding 33 million CNY [1][3] - Bernstein's report indicates that China's AI industry is transitioning into a new phase of supply chain growth, with 2026 being a pivotal year for this development [2] Group 2 - The Hong Kong Information Technology ETF (159131) is structured with a composition of 70% hardware and 30% software, heavily investing in semiconductor, electronics, and computer software sectors, including significant weights for SMIC (20.27%) and Xiaomi Group (9.11%) [3] - The ETF excludes major internet companies like Alibaba, Tencent, and Meituan, allowing for a sharper focus on AI hard technology trends in the Hong Kong market [3] - Bernstein emphasizes that AI chips will lead the growth in the supply chain, while semiconductor equipment will benefit from domestic substitution needs, providing stable returns [2]