Xin Lang Cai Jing·2026-01-09 01:49Group 1 - The Hong Kong stock market opened higher on January 9, with major tech stocks showing strength, including Bilibili-W up over 5%, Alibaba-W up over 4%, Kuaishou-W up over 3%, and Xiaomi Group-W also rising [1][8] - Meituan-W declined over 1%, while Tencent Holdings saw a slight decrease [1][8] - The Hong Kong Internet ETF (513770) opened strong, rising by 1.5%, and has seen a net inflow of 566 million yuan over the past four days [2][10] Group 2 - Alibaba-W announced significant progress in its Taobao Flash Sales, with plans to increase investment to achieve market leadership [3][10] - Forecasts indicate that the instant retail market in China will exceed 1 trillion yuan by 2026 and reach 2 trillion yuan by 2030 [3][10] - AI advancements at Alibaba's Gaode Map include the launch of new features and the development of a "full-real" digital asset pool, positioning it as a potential hub in the AI era [4][11] Group 3 - The Hang Seng Technology Index is expected to see an EPS growth rate of 34% by 2026, driven by AI technology enhancing core business efficiency [4][11] - The top ten weighted stocks in the Hong Kong Internet ETF include Alibaba-W, Tencent Holdings, and Xiaomi Group-W, collectively accounting for over 78% of the ETF [4][11] - The Hong Kong 30 ETF (520560) is highlighted as a long-term investment tool, combining high-growth tech stocks with stable dividend-paying companies [5][12]