Group 1 - The Hong Kong internet sector continues to rise, driven by strong AI application core stocks, with Kuaishou-W up over 4% and Alibaba-W up over 2% [1] - The Hong Kong internet ETF (513770) has attracted significant capital, with cumulative inflows of 8.26 billion yuan over the past 5 days and 20.7 billion yuan over the past 20 days [1] - Guotai Junan Securities predicts that by 2026, AI applications will transition from usable to highly usable, becoming a core theme in the AI industry market [1] Group 2 - The Hong Kong internet ETF (513770) and its linked fund (017125) passively track the CSI Hong Kong Internet Index, with major holdings in Alibaba-W and Tencent Holdings, which together account for nearly 30% of the portfolio [2] - The top 10 holdings of the ETF focus on AI cloud computing and various AI application companies, making up over 78% of the total [2] - The latest fund size of the Hong Kong internet ETF (513770) exceeds 14.6 billion yuan, offering good liquidity and supporting T+0 trading without QDII quota restrictions [2]
5天8亿，10天11亿，20天20亿！谁在大举加仓港股互联网？
Mei Ri Jing Ji Xin Wen·2026-01-14 02:13