Market Performance - The Hong Kong stock market saw the Hang Seng Index and the Hang Seng Tech Index rise by 0.32% and 0.15% respectively, with the internet sector leading the gains [1] - The Hong Kong Internet ETF (513770) experienced a price increase of 1.69%, with a peak rise of over 2% during the trading session [1][9] - Notable performers in the AI application sector included Kuaishou-W and Bilibili-W, both rising over 3%, while Alibaba-W increased by 2.73% [1][9] Fund Inflows - The Hong Kong Internet ETF (513770) recorded a net inflow of 566 million yuan over four consecutive days, indicating strong buying interest [2][9] AI Sector Insights - MiniMax, an AI model company, saw its stock price surge by 109% on its debut, igniting investor enthusiasm for AI applications [10] - Analysts predict that 2026 will be a "golden year" for AI applications, driven by technological advancements, supportive policies, and increasing market demand [4][11] - The AI sector is expected to see significant investment opportunities, particularly from leading internet companies leveraging their platforms for AI applications [4][11] ETF Composition - The Hong Kong Internet ETF tracks the CSI Hong Kong Internet Index, with major holdings including Alibaba-W, Tencent Holdings, and Xiaomi Group, which collectively account for over 78% of the ETF's weight [5][12] - The top ten weighted stocks in the ETF include Tencent Holdings (15.42%), Alibaba-W (14.50%), and Xiaomi Group-W (13.11%) [6][13]
2026 AI应用迎“黄金元年”？大模型公司MiniMax首秀暴涨109%，港股互联网ETF（513770）上探2%
Xin Lang Cai Jing·2026-01-09 11:32