Group 1 - The core viewpoint of the article highlights the active performance of Hong Kong stocks, particularly in the AI sector, with the Hong Kong Internet ETF (513770) experiencing a price increase of 0.95% and a premium rate exceeding 0.3% [1][3] - Major internet companies such as Bilibili-W, Meituan-W, Kuaishou-W, Xiaomi Group-W, Alibaba-W, and Tencent Holdings showed positive movements, indicating a bullish trend in the market [1][3] - The Hong Kong Internet ETF (513770) is noted for its strong liquidity, with an average daily trading volume exceeding 600 million yuan, and it is designed to track the CSI Hong Kong Internet Index, which has a relatively low PE ratio of 24.66, indicating a favorable valuation compared to other indices [5][3] Group 2 - Citic Securities points out that the Hong Kong stock market is entering a significant year-end trading window due to continuous capital inflow and improving macroeconomic conditions [3] - Everbright Securities anticipates that the Hong Kong market will experience a "Davis Double Play" in 2026, driven by valuation recovery, profit growth, and a return to core themes, with the technology sector expected to lead the market rebound [3] - The AI sector is transforming competition among internet giants from traffic to ecosystem capabilities, with cloud services and advertising benefiting from increased demand and efficiency due to AI [3][5]
ETF盘中资讯｜2026迎接AI主线回归，机构：港股双击机会布局！百亿港股互联网ETF（513770）涨逾1%，再现宽幅溢价
Jin Rong Jie·2025-12-29 02:36