Core Viewpoint - The ongoing enthusiasm for AI applications is driving significant gains in Hong Kong's tech stocks, with notable increases in companies like Kingsoft Cloud, Alibaba, and GDS Holdings [1] Group 1: Market Performance - Hong Kong tech stocks saw a strong opening, with Kingsoft Cloud, Alibaba-W, and GDS Holdings leading the rise by over 4% [1] - Chinese concept stocks experienced a general increase, with the Nasdaq Golden Dragon China Index rising by over 4%, Kingsoft Cloud up by over 21%, and Alibaba increasing by more than 10% [1] - The Hang Seng Internet ETF (513330.SH) has begun to rebound, tracking the Hang Seng Internet Technology Index and listing on the Shanghai Stock Exchange, supporting T+0 trading [1] Group 2: Investment Insights - The fund manager of the Hang Seng Internet ETF, Xu Meng, believes that the fundamentals driving the Hong Kong tech sector are clear [1] - The Hong Kong Stock Connect technology sector gathers core domestic AI assets, covering leaders across the entire industry chain, including computing power, models, software applications, and hardware terminals [1] - Domestic internet giants participating in global AI competition may catalyze a new wave of tech market activity through capital expenditures and upstream/downstream layout actions [1] Group 3: Industry Trends - Drawing from the experiences of the mobile internet wave from 2012 to 2014, the advantages of Hong Kong internet leaders in the application sector are expected to gradually emerge [1] - Companies in the AI application field possess unique industrial layout advantages, covering the entire chain of "general large models + cloud computing + vertical applications," with a significantly higher proportion of software and content compared to A-shares [1] - These companies are likely to become core beneficiaries of the AI commercialization wave [1]
AI应用催热港股互联网！金山云、阿里巴巴-W、万国数据领涨