香港互联网ETF（513720）涨超1.5%，机构称港股互联网板块或迎估值修复机遇

Group 1 - The core viewpoint is that recent policies in the service consumption sector are revitalizing the Hong Kong stock market's internet industry, with a focus on enhancing trade and investment facilitation in Hainan Free Trade Port and Shanghai's initiatives to stimulate consumption [1] - AI technology is enhancing industry efficiency, with OTA platforms benefiting from GEO development; for instance, Ctrip's "Smart Engine 3.0" has improved product recommendation efficiency by over 8% [1] - The local lifestyle sector is experiencing significant digital upgrades, as evidenced by Gaode's "Street Scanning List," which has led to a more than threefold increase in merchant order volume after covering all scenarios [1] Group 2 - The education sector is focusing on vocational education reform, with plans to add seven vocational undergraduate institutions by 2026 [1] - The duty-free industry is seeing new developments, highlighted by the topping out of the third phase of Sanya International Duty-Free City, which is expected to be completed in phases by 2026 [1] - Overall, underpinned by policy support and technological innovation, the Hong Kong stock market's internet sectors are presenting structural growth opportunities [1] Group 3 - The Hong Kong Internet ETF (513720) tracks the Hong Kong Stock Connect Internet Index (931637), which consists of internet companies listed on the Hong Kong Stock Exchange, covering sectors such as communication services, information technology, and consumer discretionary, with a focus on soft technology [1] - The constituent stocks have a substantial total market capitalization, and leading companies significantly influence the index, reflecting the overall performance of Hong Kong's internet-related listed companies [1]