Group 1 - The core viewpoint of the article highlights the strong performance of Hong Kong stocks, particularly in the AI sector, with significant inflows into the Hong Kong Internet ETF (513770) and a notable increase in stock prices for major companies like Alibaba and Tencent [1][4][5] - As of January 15, the Hong Kong Internet ETF has seen a year-to-date increase of 10.15%, outperforming the Hang Seng Tech Index, which rose by 5.66% [1][3] - The fund manager of the Hong Kong Internet ETF noted that the market is currently undervalued, with a price-to-earnings ratio (PE) of 26.29, significantly lower than other major markets, indicating a potential for valuation increases [4][5] Group 2 - Alibaba has announced the integration of its Qianwen App with various platforms within its ecosystem, positioning itself as a leader in AI-driven shopping functionalities [3][5] - The top ten holdings in the Hong Kong Internet ETF include major tech companies such as Alibaba, Tencent, and Xiaomi, which collectively account for nearly 77% of the fund's weight, showcasing the dominance of these firms in the AI application space [5][6] - The total fund size of the Hong Kong Internet ETF reached a historical high of 14.899 billion yuan, reflecting strong investor interest and liquidity in the market [6]
ETF盘中资讯|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
Sou Hu Cai Jing·2026-01-16 02:06