AI产业进程加速,港股科技板块配置价值凸显,恒生科技ETF易方达(513010)连续获资金加仓
Mei Ri Jing Ji Xin Wen·2026-01-13 02:53

Group 1 - The core viewpoint of the articles highlights a strong performance in the Hong Kong stock market, particularly in the technology and internet sectors, driven by multiple positive factors [1][2] - The Hang Seng Technology Index rose by 1.9% and the China Securities Hong Kong Stock Connect Internet Index increased by 1.6%, with notable gains from Alibaba Health and Alibaba Group, both rising over 4% [1] - The recent stabilization and recovery of the Hong Kong internet sector are attributed to the listing of AI companies like Zhipu AI and MiniMax on the Hong Kong Stock Exchange, which boosted market sentiment [1] Group 2 - The head technology companies with strategic advantages are expected to undergo systematic re-evaluation, supported by policies, industry developments, and fundamentals [2] - The Hang Seng Technology Index consists of the 30 largest stocks related to technology themes listed in Hong Kong, while the China Securities Hong Kong Stock Connect Internet Index includes 30 stocks involved in internet-related businesses [2] - Investors can access leading Hong Kong technology stocks through products like the E Fund Hang Seng Technology ETF (513010) and the E Fund Hong Kong Stock Connect Internet ETF (513040) [2]