单日狂揽3.5亿元！资金加速抄底港股互联网

Core Viewpoint - The Hong Kong internet sector is experiencing a rebound, with significant capital inflow as investors show enthusiasm for bottom-fishing, indicating a potential recovery phase for the sector [1] Group 1: Market Activity - The Hong Kong internet ETF (513770) saw a substantial increase in capital, with a net inflow of 352 million HKD on December 11, and a total of 584 million HKD over the past six days [1] - Major companies in the sector, including Tencent and Xiaomi, have initiated significant share buybacks, signaling a mismatch between current stock prices and corporate value [1] Group 2: Company Performance - Tencent has repurchased 18.638 million shares since November, costing over 11.4 billion HKD, while Xiaomi has repurchased 77.6 million shares for over 3.1 billion HKD, leading the buyback amounts in the Hong Kong market [1] - Analysts from Guosen Securities suggest that the valuations of key players like Tencent, Meituan, and Alibaba have significantly adjusted, making it a favorable time to increase positions in the Hong Kong internet sector [1] Group 3: Sector Characteristics - The Hong Kong internet sector includes several platform-based technology giants and leaders in hard technology, which are deeply integrated into the global supply chain in critical areas such as AI, cloud computing, smart hardware, and semiconductors [1] - The Hong Kong internet ETF (513770) tracks the CSI Hong Kong Internet Index, heavily weighted towards leading internet companies, with the top three holdings being Alibaba, Tencent, and Xiaomi, accounting for over 45% of the total weight [2]