Core Viewpoint - The Hong Kong stock market is showing strong performance at the beginning of 2026, driven by optimism around AI and technology stocks, with significant gains in major internet companies [1][3]. Group 1: Market Performance - The Hang Seng Index returned to the 26,000-point mark on January 2, 2026, with major internet stocks like Kuaishou-W rising over 11%, Bilibili-W over 5%, and Alibaba-W over 2% [1]. - Southbound capital saw a net inflow of over 18.7 billion HKD, marking the highest single-day inflow in two and a half months [3]. - The Hong Kong internet ETF (513770) experienced a daily price increase of 4.43%, reflecting strong market momentum [1]. Group 2: Fundamental Support - The recent rise in Hong Kong assets is supported by fundamental factors, with signs of structural recovery in profitability since the second half of 2024, aided by stable internal and external demand and macroeconomic policies [3]. - The Hong Kong market is transitioning from traditional economic cycles to focus on hard technology sectors such as AI applications, new energy, and semiconductors [3]. Group 3: Investment Opportunities - Internet leaders in China are positioned as frontrunners in the AI sector, with potential for both domestic and foreign capital to drive up long-term profit growth expectations, leading to a "double boost" in earnings and valuations [4]. - The Hong Kong internet ETF (513770) and its linked funds are designed to track the CSI Hong Kong Internet Index, heavily investing in major players like Alibaba-W and Tencent Holdings, with over 73% of holdings in AI-related companies [4]. - For investors seeking to reduce volatility while still focusing on technology, the Hong Kong Large Cap 30 ETF (520560) offers a balanced strategy, combining high-growth tech stocks with stable dividend-paying companies [4].
ETF盘前资讯 开年港股独秀全球，AI主线攻势猛烈，港股互联网ETF（513770）单日再揽超亿元
Jin Rong Jie·2026-01-06 01:33