Core Viewpoint - The Hong Kong stock market is experiencing a strong interest in AI-related assets, particularly the Hong Kong Internet ETF, which has seen significant capital inflows and outperformed other indices in early 2026 [1][11]. Group 1: Market Performance - The Hong Kong Internet ETF (513770) has gained 10.15% year-to-date, outperforming the Hang Seng Tech Index, which increased by 5.66% [3][11]. - The ETF has recorded a net inflow of 1.137 billion yuan over the past 10 days, indicating strong buying interest [1][11]. - As of January 14, the fund size of the Hong Kong Internet ETF reached a historical high of 14.899 billion yuan, with an average daily trading volume exceeding 600 million yuan since 2025 [6][12]. Group 2: Key Companies and Weightings - Alibaba-W is the largest holding in the Hong Kong Internet ETF, with a weight of 14.71%, followed closely by Tencent Holdings at 14.64% and Xiaomi Group at 12.29% [5][13]. - The top ten holdings in the ETF account for nearly 77% of the total weight, showcasing the dominance of major tech companies in the fund [5][12]. Group 3: Future Outlook - Analysts predict that 2026 will be a pivotal year for AI commercialization, with significant investments expected in AI applications from leading internet companies [3][11]. - The valuation of Hong Kong AI assets remains low compared to global markets, with the latest PE ratio of the Hong Kong Internet Index at 26.29, significantly lower than that of the A-share and NASDAQ indices [4][12]. - The Hong Kong capital market is expected to remain active, with potential for increased trading volume if capital flows from the A-share market [4][11].
AI应用元年启幕，港股互联网显著跑赢恒生科技！高人气513770暴力揽金逾11亿元
Xin Lang Cai Jing·2026-01-16 02:04