AI算力巨头中际旭创、新易盛、胜宏科技等再爆发！港股AI应用何时启动？

Group 1 - The core viewpoint of the article highlights a significant divergence in the AI industry, with hardware companies experiencing substantial gains while software application giants in the Hong Kong market show relatively flat performance [1] - Major AI hardware companies such as Zhongji Xuchuang, Xinyi Sheng, Tianfu Communication, and others saw significant stock price increases, with Xinyi Sheng reaching a historical high [1] - The current market trend favors hardware due to clearer policy support and visible performance in areas like computing infrastructure and domestic substitution, while the software application side lacks clarity in business models and profitability [1] Group 2 - Investment tools are available for market participants, including the Hang Seng Internet ETF focusing on software application leaders like Alibaba and Tencent, and broader technology indices such as the Hang Seng Technology Index ETF and the Hong Kong Stock Connect Technology ETF [2] - Historical data indicates that the Hang Seng Technology Index typically performs well in the first quarter, providing an opportunity for investors to re-enter the market and position for growth in 2026 [2]