越涨越买！港股AI核心工具——港股互联网ETF（513770）涨超5%溢价高企，机构：AI应用商业化拐点正式确立

Core Viewpoint - The Hong Kong stock market is experiencing a strong performance in AI-related stocks, particularly through the Hong Kong Internet ETF (513770), which has seen a price increase of 5.36% and a net inflow of 572 million CNY over the past five days, indicating investor confidence in the market's sustainability [1][7]. Group 1: Market Performance - The Hong Kong Internet ETF (513770) has surged by 5.36%, with a real-time premium rate exceeding 0.5%, reflecting strong investor confidence [1][7]. - The ETF has attracted a total net inflow of 572 million CNY over the last five days, showcasing its popularity among investors [1][7]. - Major internet companies in Hong Kong, such as Kuaishou-W, Meituan-W, and Bilibili-W, have seen stock price increases exceeding 6%, while Alibaba-W has risen over 5% [1][7]. Group 2: Industry Trends - The "Artificial Intelligence + Manufacturing" initiative aims to deepen the integration of AI in the manufacturing sector, which is expected to accelerate AI applications in the B-end market [3][9]. - Leading internet companies are rapidly expanding their C-end applications, leveraging their large user bases and advanced AI model technologies to embed intelligent systems into existing products and services [3][9]. - According to Guojin Securities, the focus of the AI application industry is shifting from foundational model competition to commercial implementation, marking a turning point in the industry [3][9]. Group 3: ETF Composition - The Hong Kong Internet ETF (513770) passively tracks the CSI Hong Kong Internet Index, which includes major stocks like Alibaba-W, Tencent Holdings, and Xiaomi Group, with the top ten weighted stocks accounting for over 78% of the index [3][9]. - The ETF's structure allows it to capture a range of technology giants that are scarce in the A-share market, providing a unique investment opportunity [3][9].