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

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, indicating a market rebound [1]. - Major internet stocks such as Kuaishou-W and Bilibili-W saw increases of over 11% and 5% respectively, while Alibaba-W rose over 2% [1]. - The Hong Kong Internet ETF (513770) experienced a price surge of 4.43%, marking consecutive gains over 5, 10, and 20 days [1][2]. Group 2: Capital Inflows - Southbound capital saw a net inflow exceeding 18.7 billion HKD, marking the highest single-day inflow in over two and a half months [2]. - The Hong Kong Internet ETF (513770) attracted 10.4 million CNY in a single day, reflecting positive market sentiment [2]. Group 3: Fundamental Support - The recent rise in Hong Kong stocks is supported by fundamental factors, with signs of structural recovery in profitability since the second half of 2024 [3]. - The market is shifting focus from traditional economic sectors to hard technology sectors such as AI applications, new energy, and semiconductors [3]. - Major internet companies are positioned as leaders in China's AI sector, with expectations for increased long-term profit growth and valuation improvements [3]. Group 4: Investment Strategies - The Hong Kong Internet ETF (513770) tracks the CSI Hong Kong Internet Index, heavily investing in leading companies like Alibaba and Tencent, which collectively account for over 73% of its top holdings [3]. - For investors seeking to reduce volatility while still focusing on technology, the Hong Kong Large Cap 30 ETF (520560) is recommended, combining high-growth tech stocks with stable dividend-paying companies [3].