港股科技ETF（513020）收涨超1.3%，AI科技突破引市场关注

Core Insights - The Hong Kong Technology ETF (513020) rose over 1.3% on January 14, driven by market interest in AI technology breakthroughs [1] - Huazhang Securities highlighted NVIDIA's new Rubin platform, which features six new chips that significantly reduce AI training time and inference token generation costs [1] Group 1: NVIDIA's Rubin Platform - The Rubin platform achieves a training performance that is 3.5 times that of the previous Blackwell generation and enhances software performance by 5 times [1] - The cost of inference per token has decreased by 10 times, and the number of GPUs required for training MoE models has been reduced to one-fourth [1] - The platform integrates five key technologies, including next-generation NVLink interconnect technology and third-generation Transformer engines, making AI computing power more accessible [1] Group 2: Cloud Deployment and Market Impact - Major cloud providers like Amazon AWS and Google Cloud have confirmed plans to deploy Rubin-based instances by 2026, enabling AI startups, SMEs, and research institutions to access powerful computing resources [1] - This development is expected to accelerate the widespread adoption of AI applications in areas such as intelligent customer service, autonomous driving, and drug development [1] Group 3: Hong Kong Technology Index Performance - The Hong Kong Technology Index (931573) has outperformed the Hang Seng Technology Index in sectors like new energy vehicles, innovative pharmaceuticals, and semiconductors [2] - From the base date at the end of 2014 to October 2025, the Hong Kong Technology Index has achieved a cumulative return of 256.46%, significantly exceeding the Hang Seng Technology Index's return of 96.94% by nearly 160% [2]