Group 1 - The technology sector in Hong Kong has seen a significant rise, with the Hong Kong Stock Connect Technology 30 ETF (520980) increasing by 2.39% and achieving a trading volume of over 430 million yuan [1] - The Hang Seng Technology ETF (513260), which has the lowest management fee of 15 basis points, also rose by 2.36%, with a trading volume of 520 million yuan and a recent net subscription of over 31 million yuan [2] - The market is experiencing a surge in interest in GEO concepts and AI applications, driven by Elon Musk's announcement to open-source the latest content recommendation algorithm on the X platform [4] Group 2 - Notable stocks in the Hong Kong technology sector include Kuaishou-W, which rose over 7%, Meituan-W by over 6%, Alibaba-W by over 5%, and Tencent Holdings and Xiaomi Group-W by over 2% [4] - Southbound capital has been flowing into Hong Kong stocks, with Xiaomi Group-W leading with a net purchase of 5.553 billion HKD [6][7] - The GEO market is projected to reach 2.9 billion RMB in China by 2025 and over 24 billion RMB by 2030, indicating significant growth potential in the sector [8] Group 3 - The current market conditions are favorable for Hong Kong stocks, with expectations of overseas liquidity easing, accelerated capital inflow, and upward revisions in profit forecasts [11][12] - The Hang Seng Technology Index includes major tech companies and is seen as a representative index for Chinese tech assets, providing a comprehensive view of the sector [14]
马斯克也要涉足GEO？AI应用爆发！港股通科技30ETF(520980)、恒生科技ETF基金(513260)双双涨超2%！
Sou Hu Cai Jing·2026-01-12 08:24