ETF盘中资讯|港股AI继续猛攻，南向资金爆买187亿港元创阶段新高！港股互联网ETF（513770）续涨逾2%

Core Viewpoint - The Hong Kong stock market is experiencing a rebound, driven by improvements in the macroeconomic environment, strong domestic economic resilience, and explosive growth in the AI industry, particularly benefiting technology stocks and internet leaders [3]. Group 1: Market Performance - The Hong Kong stock market has started the year positively, with the Hang Seng Index showing a recovery trend [3]. - The Hong Kong Internet ETF (513770) saw an increase of over 2% at one point, currently up 1.85%, with notable gains from companies like Bilibili-W, Kuaishou-W, Meituan-W, and Tencent Holdings [1][3]. Group 2: Economic Factors - The macroeconomic environment is improving, with expectations of a US-China tariff truce by the end of 2025 and a potential interest rate cut by the Federal Reserve in 2026, easing external liquidity pressures [3]. - China's GDP growth for the first three quarters of 2025 is projected at 5.2%, indicating a stabilization and recovery in the domestic economy [3]. Group 3: AI Industry Impact - The explosive growth of the AI industry is identified as a key catalyst for market confidence, leading to a revaluation of the entire industry chain [3]. - Internet leaders in China are positioned as frontrunners in the AI sector, likely to attract both domestic and foreign investment [3]. Group 4: Investment Trends - There has been a significant inflow of capital, with net purchases from southbound funds exceeding HKD 18.7 billion, marking a new high for daily inflows in the past two and a half months [3]. - The Hong Kong Internet ETF (513770) received a capital influx of HKD 10.4 million in a single day, reflecting optimistic market expectations [3]. Group 5: ETF Characteristics - The Hong Kong Internet ETF (513770) tracks the CSI Hong Kong Internet Index and has a significant concentration in leading companies like Alibaba-W, Tencent Holdings, and Xiaomi Group-W, with over 73% of its holdings in AI-related firms [4]. - The ETF has an average daily trading volume exceeding HKD 600 million, supporting T+0 trading and offering good liquidity [4].