AI应用生态闭环落地，关注港股通互联网ETF易方达（513040）等产品中长期投资机会

Group 1 - The core viewpoint of the article highlights the significant product iteration of Alibaba's "Qianwen" App, which has achieved a closed-loop service for complex tasks such as food delivery, shopping, and ticket booking through AI integration with its ecosystem [1] - The market analysis suggests that leading internet platforms are leveraging their unique application scenarios, data resources, and engineering capabilities to transform advanced model technologies into scalable commercial services, thereby establishing new competitive barriers [1] - This development reinforces the market's recognition of the industrial logic within the Hong Kong internet sector, indicating that leading companies with complete ecosystems are experiencing a systematic re-evaluation of their technological advantages into commercial value in the AI era [1] Group 2 - The CSI Hong Kong Internet Index consists of 30 stocks related to internet businesses, covering key areas such as e-commerce platforms, content ecosystems, social media, and software services, aligning well with the current market trend of AI-driven internet business model upgrades [2] - The E Fund Hong Kong Internet ETF (513040) has seen a net inflow of over 1.3 billion yuan in the last 10 trading days, with its latest scale surpassing 10 billion yuan, indicating good liquidity and providing investors with convenient allocation options [2]