ETF盘中资讯|港股AI继续磨底，港股互联网ETF（513770）下探本轮调整新低，资金单日抢筹超3500万元

Core Viewpoint - The Hong Kong stock market, particularly the internet sector, is experiencing a downturn, with the Hong Kong Internet ETF (513770) showing signs of bottoming out despite recent fluctuations. The ETF has seen a net inflow of 35.89 million yuan, indicating some investor interest amidst the decline [1][3]. Group 1: Market Performance - The Hong Kong Internet ETF (513770) opened lower and fluctuated, reaching a new low since October, with a decrease of 0.19% [1]. - The index tracked by the ETF has dropped over 19% since October, with the latest price-to-earnings (PE) ratio at 24.38, which is significantly lower than the 25th percentile of the past five years [2][3]. Group 2: Investment Opportunities - Analysts suggest that the current valuation of Hong Kong internet stocks reflects pessimistic expectations, and with potential interest rate cuts from the Federal Reserve, a favorable investment window is emerging [3]. - The internet sector, particularly driven by AI advancements, is expected to be a strong market rebound driver, with major companies transitioning from competition for traffic to competition based on ecosystem capabilities [3]. Group 3: ETF Characteristics - The Hong Kong Internet ETF (513770) passively tracks the CSI Hong Kong Internet Index, heavily investing in leading companies like Alibaba, Tencent, and Xiaomi, with over 73% of its top ten holdings focused on AI and cloud computing [3]. - The ETF has an average daily trading volume exceeding 600 million yuan, providing good liquidity and supporting intraday T+0 trading without QDII quota restrictions [3].