恒生科技异动拉升，首只“港股芯片链”ETF盘中大涨近2%！机构：港股迎来年内最后一次交易窗口

Core Viewpoint - The Hong Kong stock market is experiencing a strong performance, particularly in the technology sector, with the launch of the first ETF focused on the Hong Kong chip industry, which has seen a price increase of 1.94% and a trading volume of 25 million yuan [1][6]. Group 1: Market Performance - The Hong Kong stock market has shown strength, with the Hang Seng Technology Index rising over 1% [1][6]. - The first ETF focusing on the Hong Kong chip industry (159131) has increased by 1.94%, with a real-time transaction amount of 25 million yuan [1][6]. Group 2: Industry Insights - There is a strong demand for intelligent computing power, with both global and Chinese AI computing power markets maintaining high growth [3]. - The trend towards self-sufficiency in AI computing chips in China is becoming a certain future development direction, driven by strong downstream demand and significant replacement opportunities [3]. - The Hong Kong chip industry is entering a super cycle, with the new ETF comprising 70% hardware and 30% software, heavily weighted towards semiconductor, electronics, and computer software sectors [3][8]. Group 3: ETF Details - The ETF (159131) includes 42 Hong Kong hard tech companies, with significant weights in companies like SMIC (20.48%), Xiaomi (9.53%), and Hua Hong Semiconductor (5.80%) [3][8]. - The ETF does not include major internet companies like Alibaba, Tencent, and Meituan, allowing for a sharper focus on AI hard tech trends [3][8].